OWP
Old Well Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,600
| Closed | -$1.08M | – | 33 |
|
|
2024
Q1 | $1.08M | Sell |
3,600
-1,600
| -31% | -$482K | 0.91% | 30 |
|
|
2023
Q4 | $1.37M | Buy |
5,200
+500
| +11% | +$132K | 1.21% | 24 |
|
|
2023
Q3 | $953K | Hold |
4,700
| – | – | 0.79% | 30 |
|
|
2023
Q2 | $993K | Hold |
4,700
| – | – | 0.9% | 26 |
|
|
2023
Q1 | $939K | Buy |
+4,700
| New | +$939K | 0.7% | 24 |
|