Peachtree Investment Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$212K | – | 100 |
|
|
2022
Q1 | $212K | Sell |
1,000
-7
| -0.7% | -$1.48K | 0.1% | 87 |
|
|
2021
Q4 | $256K | Buy |
+1,007
| New | +$256K | 0.11% | 78 |
|
|
2021
Q3 | – | Sell |
-1,025
| Closed | -$250K | – | 91 |
|
|
2021
Q2 | $250K | Hold |
1,025
| – | – | 0.12% | 71 |
|
|
2021
Q1 | $217K | Sell |
1,025
-50
| -5% | -$10.6K | 0.12% | 70 |
|
|
2020
Q4 | $239K | Buy |
1,075
+150
| +16% | +$33.3K | 0.14% | 65 |
|
|
2020
Q3 | $232K | Buy |
+925
| New | +$232K | 0.16% | 59 |
|