Stonehage Fleming Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-455
| Closed | -$90.9K | – | 245 |
|
|
2024
Q1 | $90.9K | Buy |
+455
| New | +$90.9K | 0.01% | 117 |
|
|
2023
Q4 | – | Sell |
-455
| Closed | -$92.3K | – | 243 |
|
|
2023
Q3 | $92.3K | Hold |
455
| – | – | 0.01% | 175 |
|
|
2023
Q2 | $96.1K | Hold |
455
| – | – | ﹤0.01% | 147 |
|
|
2023
Q1 | $90.9K | Buy |
+455
| New | +$90.9K | 0.01% | 117 |
|