Professional Planning’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.06M | Buy |
3,892
+110
| +3% | +$29.8K | 0.5% | 40 |
|
|
2021
Q2 | $923K | Sell |
3,782
-317
| -8% | -$77.4K | 0.42% | 46 |
|
|
2021
Q1 | $868K | Sell |
4,099
-135
| -3% | -$28.6K | 0.42% | 45 |
|
|
2020
Q4 | $942K | Buy |
+4,234
| New | +$942K | 0.38% | 54 |
|
|
2020
Q3 | – | Sell |
-3,889
| Closed | -$728K | – | 49 |
|
|
2020
Q2 | $728K | Buy |
+3,889
| New | +$728K | 0.39% | 54 |
|