Sageworth Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-40
| Closed | -$7.99K | – | 167 |
|
|
2023
Q1 | $7.99K | Buy |
40
+16
| +67% | +$3.2K | ﹤0.01% | 313 |
|
|
2022
Q4 | $3K | Buy |
24
+4
| +20% | +$500 | ﹤0.01% | 301 |
|
|
2022
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 287 |
|
|
2022
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 319 |
|
|
2022
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 267 |
|
|
2021
Q4 | $5K | Hold |
20
| – | – | ﹤0.01% | 381 |
|
|
2021
Q3 | $5K | Sell |
20
-50
| -71% | -$12.5K | ﹤0.01% | 674 |
|
|
2021
Q2 | $17K | Hold |
70
| – | – | ﹤0.01% | 431 |
|
|
2021
Q1 | $15K | Sell |
70
-40
| -36% | -$8.57K | ﹤0.01% | 240 |
|
|
2020
Q4 | $24K | Buy |
110
+60
| +120% | +$13.1K | ﹤0.01% | 149 |
|
|
2020
Q3 | $13K | Sell |
50
-4
| -7% | -$1.04K | ﹤0.01% | 132 |
|
|
2020
Q2 | $10K | Buy |
54
+4
| +8% | +$741 | ﹤0.01% | 131 |
|
|
2020
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 131 |
|
|
2019
Q4 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 158 |
|
|
2018
Q1 | – | Sell |
-20
| Closed | -$2K | – | 129 |
|
|
2017
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 87 |
|