MAM
McCarthy Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-69
| Closed | -$15K | – | 94 |
|
|
2022
Q1 | $15K | Sell |
69
-102
| -60% | -$22.2K | 0.01% | 154 |
|
|
2021
Q4 | $43K | Hold |
171
| – | – | 0.03% | 93 |
|
|
2021
Q3 | $46K | Buy |
171
+102
| +148% | +$27.4K | 0.03% | 85 |
|
|
2021
Q2 | $17K | Hold |
69
| – | – | 0.01% | 170 |
|
|
2021
Q1 | $15K | Sell |
69
-31
| -31% | -$6.74K | 0.01% | 163 |
|
|
2020
Q4 | $22K | Buy |
+100
| New | +$22K | 0.02% | 137 |
|