MCCA
Mill Creek Capital Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,839
| Closed | -$730K | – | 254 |
|
|
2024
Q2 | $730K | Buy |
2,839
+240
| +9% | +$61.7K | 0.02% | 139 |
|
|
2024
Q1 | $783K | Buy |
2,599
+13
| +0.5% | +$3.92K | 0.02% | 122 |
|
|
2023
Q4 | $680K | Buy |
+2,586
| New | +$680K | 0.02% | 130 |
|
|
2023
Q3 | – | Sell |
-1,463
| Closed | -$309K | – | 230 |
|
|
2023
Q2 | $309K | Buy |
+1,463
| New | +$309K | 0.01% | 190 |
|