Sugarloaf Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $33.4K | Buy |
100
+24
| +32% | +$8.02K | 0.01% | 344 |
|
|
2024
Q3 | $20.8K | Hold |
76
| – | – | ﹤0.01% | 410 |
|
|
2024
Q2 | $19.5K | Hold |
76
| – | – | ﹤0.01% | 403 |
|
|
2024
Q1 | $22.9K | Hold |
76
| – | – | ﹤0.01% | 385 |
|
|
2023
Q4 | $20K | Hold |
76
| – | – | ﹤0.01% | 396 |
|
|
2023
Q3 | $15.4K | Hold |
76
| – | – | ﹤0.01% | 410 |
|
|
2023
Q2 | $16.1K | Hold |
76
| – | – | ﹤0.01% | 417 |
|
|
2023
Q1 | $15.2K | Sell |
76
-163
| -68% | -$32.6K | ﹤0.01% | 426 |
|
|
2022
Q4 | $31.7K | Sell |
239
-249
| -51% | -$33K | 0.01% | 346 |
|
|
2022
Q3 | $71K | Sell |
488
-27
| -5% | -$3.93K | 0.02% | 240 |
|
|
2022
Q2 | $85K | Buy |
515
+132
| +34% | +$21.8K | 0.02% | 207 |
|
|
2022
Q1 | $81K | Buy |
383
+85
| +29% | +$18K | 0.02% | 217 |
|
|
2021
Q4 | $76K | Buy |
298
+129
| +76% | +$32.9K | 0.02% | 231 |
|
|
2021
Q3 | $46K | Buy |
169
+61
| +56% | +$16.6K | 0.01% | 276 |
|
|
2021
Q2 | $26K | Buy |
108
+32
| +42% | +$7.7K | 0.01% | 375 |
|
|
2021
Q1 | $16 | Hold |
76
| – | – | ﹤0.01% | 442 |
|
|
2020
Q4 | $17K | Hold |
76
| – | – | 0.01% | 405 |
|
|
2020
Q3 | $19K | Hold |
76
| – | – | 0.01% | 364 |
|
|
2020
Q2 | $14K | Hold |
76
| – | – | 0.01% | 400 |
|
|
2020
Q1 | $11K | Hold |
76
| – | – | ﹤0.01% | 413 |
|
|
2019
Q4 | $12K | Buy |
+76
| New | +$12K | 0.01% | 445 |
|