Schubert & Co’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 |
-67
| Closed | -$13.4K | – | 381 |
|
|
2023
Q1 | $13.4K | Buy |
67
+31
| +86% | +$6.19K | 0.01% | 177 |
|
|
2022
Q4 | $4.77K | Sell |
36
-17
| -32% | -$2.25K | ﹤0.01% | 453 |
|
|
2022
Q3 | $8K | Buy |
53
+12
| +29% | +$1.81K | 0.01% | 228 |
|
|
2022
Q2 | $7K | Buy |
41
+25
| +156% | +$4.27K | 0.01% | 235 |
|
|
2022
Q1 | $3K | Sell |
16
-6
| -27% | -$1.13K | ﹤0.01% | 260 |
|
|
2021
Q4 | $6K | Buy |
+22
| New | +$6K | 0.01% | 120 |
|