TIAM2
Tru Independence Asset Management 2’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,695
| Closed | -$1.19M | – | 104 |
|
|
2021
Q4 | $1.19M | Buy |
4,695
+1,776
| +61% | +$451K | 0.63% | 35 |
|
|
2021
Q3 | $792K | Buy |
2,919
+1,324
| +83% | +$359K | 0.56% | 36 |
|
|
2021
Q2 | $390K | Buy |
1,595
+149
| +10% | +$36.4K | 0.27% | 78 |
|
|
2021
Q1 | $306K | Buy |
1,446
+231
| +19% | +$48.9K | 0.24% | 82 |
|
|
2020
Q4 | $270K | Buy |
+1,215
| New | +$270K | 0.23% | 82 |
|