TFP
Tilia Fiduciary Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,092
| Closed | -$231K | – | 177 |
|
|
2023
Q2 | $231K | Sell |
1,092
-3,461
| -76% | -$731K | 0.21% | 88 |
|
|
2023
Q1 | $910K | Sell |
4,553
-1,211
| -21% | -$242K | 0.87% | 42 |
|
|
2022
Q4 | $764K | Buy |
5,764
+27
| +0.5% | +$3.58K | 0.73% | 45 |
|
|
2022
Q3 | $818K | Buy |
5,737
+245
| +4% | +$34.9K | 0.83% | 39 |
|
|
2022
Q2 | $913K | Buy |
5,492
+244
| +5% | +$40.6K | 0.87% | 38 |
|
|
2022
Q1 | $1.11M | Buy |
5,248
+150
| +3% | +$31.8K | 0.94% | 34 |
|
|
2021
Q4 | $1.3M | Buy |
+5,098
| New | +$1.3M | 1.04% | 26 |
|