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
2023
Q1
$454K Sell
2022
Q4
$371K Buy
2022
Q3
$371K Sell
2022
Q2
$461K Sell
2022
Q1
$810K Buy
2021
Q4
$921K Buy
2021
Q3
$955K Buy
2021
Q2
$824K Buy
2021
Q1
$660K Buy
2020
Q4
$410K Buy