MBM Wealth Consultants’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-57
| Closed | -$8K | – | 293 |
|
|
2022
Q4 | $8K | Buy |
+57
| New | +$8K | ﹤0.01% | 240 |
|
|
2022
Q1 | – | Sell |
-118
| Closed | -$30K | – | 306 |
|
|
2021
Q4 | $30K | Hold |
118
| – | – | 0.01% | 195 |
|
|
2021
Q3 | $32K | Hold |
118
| – | – | 0.01% | 173 |
|
|
2021
Q2 | $29K | Hold |
118
| – | – | 0.01% | 169 |
|
|
2021
Q1 | $25K | Buy |
+118
| New | +$25K | 0.01% | 169 |
|