SA
Syntax Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $296K | Sell |
1,459
-57
| -4% | -$11.6K | 0.26% | 87 |
|
|
2023
Q2 | $320K | Sell |
1,516
-448
| -23% | -$94.6K | 0.26% | 86 |
|
|
2023
Q1 | $392K | Sell |
1,964
-652
| -25% | -$130K | 0.3% | 49 |
|
|
2022
Q4 | $347K | Buy |
2,616
+373
| +17% | +$49.5K | 0.29% | 63 |
|
|
2022
Q3 | $323K | Buy |
2,243
+332
| +17% | +$47.8K | 0.28% | 62 |
|
|
2022
Q2 | $315K | Buy |
1,911
+267
| +16% | +$44K | 0.26% | 71 |
|
|
2022
Q1 | $349K | Buy |
1,644
+262
| +19% | +$55.6K | 0.29% | 61 |
|
|
2021
Q4 | $351K | Buy |
+1,382
| New | +$351K | 0.26% | 84 |
|