RG
Richelieu Gestion’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $196K | Buy |
650
+50
| +8% | +$15.1K | 0.2% | 50 |
|
|
2023
Q4 | $158K | Sell |
600
-11,875
| -95% | -$3.13M | 0.14% | 57 |
|
|
2023
Q3 | $2.53M | Buy |
12,475
+2,124
| +21% | +$431K | 2.35% | 16 |
|
|
2023
Q2 | $2.19M | Sell |
10,351
-1,594
| -13% | -$337K | 1.82% | 37 |
|
|
2023
Q1 | $2.39M | Buy |
+11,945
| New | +$2.39M | 2.16% | 22 |
|