OAM
Oak Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,088
| Closed | -$231K | – | 90 |
|
|
2022
Q1 | $231K | Buy |
1,088
+5
| +0.5% | +$1.06K | 0.09% | 100 |
|
|
2021
Q4 | $275K | Buy |
1,083
+50
| +5% | +$12.7K | 0.11% | 93 |
|
|
2021
Q3 | $301K | Buy |
1,033
+175
| +20% | +$51K | 0.13% | 87 |
|
|
2021
Q2 | $210K | Buy |
+858
| New | +$210K | 0.09% | 95 |
|