Southland Equity Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,073
| Closed | -$228K | – | 167 |
|
|
2022
Q1 | $228K | Buy |
1,073
+39
| +4% | +$8.28K | 0.09% | 161 |
|
|
2021
Q4 | $263K | Buy |
1,034
+44
| +4% | +$11.2K | 0.11% | 143 |
|
|
2021
Q3 | $269K | Buy |
990
+87
| +10% | +$23.6K | 0.12% | 127 |
|
|
2021
Q2 | $221K | Buy |
+903
| New | +$221K | 0.1% | 149 |
|
|
2021
Q1 | – | Sell |
-1,352
| Closed | -$301K | – | 148 |
|
|
2020
Q4 | $301K | Buy |
+1,352
| New | +$301K | 0.2% | 87 |
|