Southland Equity Partners’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$228K Buy
2021
Q4
$263K Buy
2021
Q3
$269K Buy
2021
Q2
$221K Buy
2021
Q1
Sell
2020
Q4
$301K Buy