Professional Financial Advisors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,197
Closed -$304K 479
2021
Q4
$304K Sell
1,197
-20
-2% -$5.08K 0.13% 80
2021
Q3
$330K Buy
+1,217
New +$330K 0.19% 68