SAM
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SignalPoint Asset Management’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-871
Closed -$221K 232
2021
Q4
$221K Sell
871
-15
-2% -$3.81K 0.07% 219
2021
Q3
$240K Buy
886
+8
+0.9% +$2.17K 0.08% 196
2021
Q2
$214K Buy
+878
New +$214K 0.07% 208