TFO Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8
| Closed | -$2.11K | – | 829 |
|
|
2023
Q4 | $2.11K | Sell |
8
-261
| -97% | -$68.7K | ﹤0.01% | 129 |
|
|
2023
Q3 | $56.8K | Buy |
269
+8
| +3% | +$1.69K | 0.01% | 84 |
|
|
2023
Q2 | $55.1K | Buy |
+261
| New | +$55.1K | 0.01% | 75 |
|
|
2022
Q3 | – | Sell |
-54
| Closed | -$9K | – | 210 |
|
|
2022
Q2 | $9K | Buy |
+54
| New | +$9K | ﹤0.01% | 136 |
|
|
2021
Q4 | – | Sell |
-790
| Closed | -$214K | – | 145 |
|
|
2021
Q3 | $214K | Buy |
+790
| New | +$214K | 0.04% | 36 |
|
|
2021
Q2 | – | Sell |
-890
| Closed | -$189K | – | 118 |
|
|
2021
Q1 | $189K | Buy |
+890
| New | +$189K | 0.06% | 35 |
|
|
2020
Q3 | – | Sell |
-75
| Closed | -$14K | – | 160 |
|
|
2020
Q2 | $14K | Buy |
+75
| New | +$14K | 0.01% | 74 |
|