Midwest Financial Group’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,939
Closed -$832K 96
2023
Q2
$832K Hold
3,939
0.71% 43
2023
Q1
$787K Buy
+3,939
New +$787K 0.73% 40