SFP
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Sterling Financial Planning’s Salesforce CRM Stock Holding History

Sterling Financial Planning’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-66
Closed -$18K – 162
2021
Q3 		$18K Hold
66
– – 0.01% 269
2021
Q2 		$16K Hold
66
– – 0.01% 266
2021
Q1 		$14K Hold
66
– – 0.01% 249
2020
Q4 		$15K Buy
+66
New +$15K 0.01% 235