Successful Portfolios’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,197
| Closed | -$239K | – | 159 |
|
|
2023
Q1 | $239K | Buy |
+1,197
| New | +$239K | 0.15% | 159 |
|
|
2022
Q2 | – | Sell |
-1,085
| Closed | -$230K | – | 192 |
|
|
2022
Q1 | $230K | Buy |
1,085
+139
| +15% | +$29.5K | 0.13% | 175 |
|
|
2021
Q4 | $240K | Buy |
+946
| New | +$240K | 0.13% | 177 |
|