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StrongBox Wealth’s Salesforce CRM Stock Holding History

StrongBox Wealth’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,574
Closed -$350K – 100
2020
Q4 		$350K Sell
1,574
-536
-25% -$119K 0.23% 72
2020
Q3 		$530K Buy
2,110
+234
+12% +$58.8K 0.39% 54
2020
Q2 		$351K Buy
+1,876
New +$351K 0.32% 64