Steward Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $19K | Sell |
97
-3
| -3% | -$588 | 0.01% | 255 |
|
|
2023
Q2 | $21K | Sell |
100
-20
| -17% | -$4.2K | 0.01% | 237 |
|
|
2023
Q1 | $23K | Buy |
120
+44
| +58% | +$8.43K | 0.01% | 126 |
|
|
2022
Q4 | $10K | Buy |
+76
| New | +$10K | 0.01% | 149 |
|
|
2022
Q3 | – | Sell |
-47
| Closed | -$7K | – | 359 |
|
|
2022
Q2 | $7K | Buy |
47
+35
| +292% | +$5.21K | 0.01% | 286 |
|
|
2022
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 278 |
|
|
2021
Q4 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 202 |
|