SG
Stonnington Group’s Salesforce CRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $1.46M | Buy |
7,500
+4,350
| +138% | +$844K | 0.38% | 70 |
|
2022
Q4 | $464K | Sell |
3,150
-380
| -11% | -$56K | 0.13% | 140 |
|
2022
Q3 | $542K | Buy |
3,530
+1,227
| +53% | +$188K | 0.15% | 124 |
|
2022
Q2 | $407K | Sell |
2,303
-4,978
| -68% | -$880K | 0.11% | 153 |
|
2022
Q1 | $1.42M | Sell |
7,281
-3,940
| -35% | -$770K | 0.34% | 69 |
|
2021
Q4 | $2.64M | Sell |
11,221
-8,980
| -44% | -$2.11M | 0.57% | 54 |
|
2021
Q3 | $5.5M | Buy |
20,201
+4,025
| +25% | +$1.1M | 1.23% | 19 |
|
2021
Q2 | $3.98M | Buy |
16,176
+1,350
| +9% | +$332K | 0.88% | 26 |
|
2021
Q1 | $3.12M | Buy |
+14,826
| New | +$3.12M | 0.76% | 41 |
|