LFM
Lumina Fund Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,100
| Closed | -$1.03M | – | 14 |
|
|
2023
Q3 | $1.03M | Hold |
5,100
| – | – | 0.35% | 19 |
|
|
2023
Q2 | $1.08M | Hold |
5,100
| – | – | 0.46% | 21 |
|
|
2023
Q1 | $1.02M | Hold |
5,100
| – | – | 0.48% | 17 |
|
|
2022
Q4 | $676K | Hold |
5,100
| – | – | 0.26% | 28 |
|
|
2022
Q3 | $734K | Hold |
5,100
| – | – | 0.28% | 19 |
|
|
2022
Q2 | $842K | Hold |
5,100
| – | – | 0.32% | 19 |
|
|
2022
Q1 | $1.08M | Buy |
+5,100
| New | +$1.08M | 0.34% | 16 |
|