Sweet Financial Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $261K | Buy |
954
+1
| +0.1% | +$274 | 0.06% | 171 |
|
|
2024
Q2 | $245K | Sell |
953
-69
| -7% | -$17.7K | 0.06% | 173 |
|
|
2024
Q1 | $308K | Buy |
1,022
+25
| +3% | +$7.53K | 0.07% | 162 |
|
|
2023
Q4 | $262K | Buy |
+997
| New | +$262K | 0.06% | 167 |
|
|
2023
Q3 | – | Sell |
-953
| Closed | -$201K | – | 175 |
|
|
2023
Q2 | $201K | Buy |
+953
| New | +$201K | 0.05% | 172 |
|