SYSTM Wealth Solutions’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$548 Sell
2024
Q2
$63K Sell
2024
Q1
$191K Sell
2023
Q4
$170K Sell
2023
Q3
$208K Sell
2023
Q2
$966K Buy
2023
Q1
$628K Sell
2022
Q4
$643K Buy