Threadgill Financial’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-11,430
Closed -$2.43M 40
2022
Q1
$2.43M Sell
11,430
-198
-2% -$42K 0.97% 28
2021
Q4
$2.97M Buy
11,628
+1,050
+10% +$268K 1.77% 24
2021
Q3
$2.91M Buy
+10,578
New +$2.91M 2.42% 15