Private Wealth Advisors (Pennsylvania)’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-899
Closed -$226K 117
2020
Q3
$226K Buy
+899
New +$226K 0.14% 95
2019
Q4
Sell
-1,423
Closed -$211K 131
2019
Q3
$211K Buy
+1,423
New +$211K 0.11% 129