Lumature Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $428K | Sell |
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|
2023
Q1 | $454K | Sell |
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|
2022
Q4 | $371K | Buy |
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|
2022
Q3 | $371K | Sell |
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|
2022
Q2 | $461K | Sell |
|
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|
2022
Q1 | $810K | Buy |
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|
2021
Q4 | $921K | Buy |
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|
2021
Q3 | $955K | Buy |
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|
2021
Q2 | $824K | Buy |
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|
2021
Q1 | $660K | Buy |
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|
2020
Q4 | $410K | Buy |
|