Marquette Asset Management’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-4
Closed -$1K 265
2022
Q2
$1K Hold
4
﹤0.01% 247
2022
Q1
$1K Buy
+4
New +$1K ﹤0.01% 288
2019
Q2
Sell
-58
Closed -$9K 263
2019
Q1
$9K Buy
+58
New +$9K ﹤0.01% 252