ONST
Old North State Trust’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-114
| Closed | -$23K | – | 205 |
|
|
2023
Q1 | $23K | Hold |
114
| – | – | 0.02% | 306 |
|
|
2022
Q4 | $15K | Hold |
114
| – | – | 0.01% | 323 |
|
|
2022
Q3 | $16K | Buy |
+114
| New | +$16K | 0.01% | 272 |
|
|
2022
Q1 | – | Sell |
-114
| Closed | -$29K | – | 172 |
|
|
2021
Q4 | $29K | Hold |
114
| – | – | 0.02% | 251 |
|
|
2021
Q3 | $31K | Hold |
114
| – | – | 0.03% | 219 |
|
|
2021
Q2 | $28K | Buy |
114
+100
| +714% | +$24.6K | 0.02% | 239 |
|
|
2021
Q1 | $3K | Sell |
14
-12
| -46% | -$2.57K | ﹤0.01% | 323 |
|
|
2020
Q4 | $6K | Buy |
26
+19
| +271% | +$4.39K | ﹤0.01% | 329 |
|
|
2020
Q3 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 332 |
|