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Seneca House Advisors’s Salesforce CRM Stock Holding History

Seneca House Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-880
Closed -$239K – 88
2021
Q3 		$239K Sell
880
-257
-23% -$69.8K 0.14% 80
2021
Q2 		$278K Buy
1,137
+55
+5% +$13.4K 0.18% 68
2021
Q1 		$229K Buy
+1,082
New +$229K 0.16% 73