PagnatoKarp Partners’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,543
Closed -$222K 30
2020
Q1
$222K Buy
1,543
+8
+0.5% +$1.15K 0.06% 145
2019
Q4
$250K Buy
+1,535
New +$250K 0.04% 160