Squar Milner Financial Services’s Salesforce CRM Stock Holding History

Squar Milner Financial Services’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell
2020 Q2	$946K	Buy
2020 Q1	$588K	Buy
2019 Q4	$413K	Sell
2019 Q3	$1.25M	Buy
2019 Q2	$55K	Hold
2019 Q1	$57K	Hold
2018 Q4	$49K	Hold
2018 Q3	$57K	Hold
2018 Q2	$49K	Buy