Northeast Financial Group’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-8,193	Closed	-$2.08M	–	45
2021 Q4	$2.08M	Buy	8,193 +544	+7%	+$138K	1.22%	19
2021 Q3	$2.07M	Buy	+7,649	New	+$2.07M	1.34%	18