Retirement Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $31.6K | Sell |
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|
2023
Q4 | $31.8K | Sell |
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|
2023
Q3 | $34.9K | Sell |
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|
2023
Q2 | $53K | Hold |
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|
2023
Q1 | $50K | Buy |
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|
2022
Q4 | $24K | Buy |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $45K | Buy |
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|
2022
Q1 | $39K | Buy |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $30K | Buy |
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|
2021
Q2 | $24K | Buy |
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|
2021
Q1 | $21K | Buy |
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|
2020
Q4 | $20K | Buy |
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|
2020
Q3 | $16K | Sell |
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|
2020
Q2 | $48K | Buy |
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|
2019
Q4 | $34K | Buy |
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