Royal Harbor Partners’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,744	Closed	-$1.01M	–	70
2022 Q1	$1.01M	Buy	+4,744	New	+$1.01M	0.65%	48
2020 Q3	–	Sell	-4,652	Closed	-$871K	–	81
2020 Q2	$871K	Buy	+4,652	New	+$871K	0.86%	27