Private Capital Advisors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-37,033
Closed -$6.11M 89
2022
Q2
$6.11M Buy
37,033
+740
+2% +$122K 1.03% 28
2022
Q1
$7.71M Buy
36,293
+365
+1% +$77.5K 1.12% 29
2021
Q4
$9.13M Buy
+35,928
New +$9.13M 1.46% 25