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SageGuard Financial Group’s Salesforce CRM Stock Holding History

SageGuard Financial Group’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,503
Closed -$611K – 44
2021
Q2 		$611K Sell
2,503
-1,152
-32% -$281K 0.28% 66
2021
Q1 		$770K Sell
3,655
-4,132
-53% -$870K 0.36% 57
2020
Q4 		$1.71M Buy
+7,787
New +$1.71M 0.82% 29