Lloyd Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,160
| Closed | -$1.86M | – | 113 |
|
|
2024
Q1 | $1.86M | Buy |
6,160
+5,204
| +544% | +$1.57M | 0.4% | 32 |
|
|
2023
Q4 | $252K | Sell |
956
-12,618
| -93% | -$3.32M | 0.12% | 107 |
|
|
2023
Q3 | $2.75M | Buy |
+13,574
| New | +$2.75M | 0.91% | 20 |
|
|
2022
Q2 | – | Sell |
-349
| Closed | -$74K | – | 163 |
|
|
2022
Q1 | $74K | Buy |
+349
| New | +$74K | 0.03% | 188 |
|
|
2020
Q3 | – | Sell |
-17
| Closed | -$3K | – | 333 |
|
|
2020
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 246 |
|
|
2020
Q1 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 213 |
|