Mendota Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9
| Closed | -$2.46K | – | 554 |
|
|
2024
Q3 | $2.46K | Buy |
9
+2
| +29% | +$548 | ﹤0.01% | 305 |
|
|
2024
Q2 | $1.8K | Hold |
7
| – | – | ﹤0.01% | 283 |
|
|
2024
Q1 | $2.11K | Sell |
7
-100
| -93% | -$30.1K | ﹤0.01% | 286 |
|
|
2023
Q4 | $28.2K | Buy |
107
+5
| +5% | +$1.32K | 0.02% | 228 |
|
|
2023
Q3 | $20.7K | Sell |
102
-235
| -70% | -$47.7K | 0.02% | 173 |
|
|
2023
Q2 | $71.2K | Hold |
337
| – | – | 0.08% | 112 |
|
|
2023
Q1 | $71.6K | Hold |
337
| – | – | 0.07% | 117 |
|
|
2022
Q4 | $44.7K | Buy |
+337
| New | +$44.7K | 0.06% | 137 |
|