Syverson Strege & Co’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 |
-28
| Closed | -$5.59K | – | 187 |
|
|
2023
Q1 | $5.59K | Hold |
28
| – | – | ﹤0.01% | 317 |
|
|
2022
Q4 | $3.71K | Hold |
28
| – | – | ﹤0.01% | 239 |
|
|
2022
Q3 | $4K | Sell |
28
-75
| -73% | -$10.7K | ﹤0.01% | 221 |
|
|
2022
Q2 | $17K | Buy |
103
+75
| +268% | +$12.4K | 0.01% | 188 |
|
|
2022
Q1 | $6K | Hold |
28
| – | – | 0.01% | 229 |
|
|
2021
Q4 | $7K | Hold |
28
| – | – | 0.01% | 216 |
|
|
2021
Q3 | $8K | Hold |
28
| – | – | 0.01% | 261 |
|
|
2021
Q2 | $7K | Hold |
28
| – | – | 0.01% | 210 |
|
|
2021
Q1 | $6K | Hold |
28
| – | – | 0.01% | 212 |
|
|
2020
Q4 | $6K | Buy |
+28
| New | +$6K | 0.01% | 196 |
|