tru Independence’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-370
| Closed | -$90K | – | 220 |
|
|
2021
Q2 | $90K | Buy |
+370
| New | +$90K | 0.03% | 139 |
|
|
2021
Q1 | – | Sell |
-342
| Closed | -$76 | – | 375 |
|
|
2020
Q4 | $76 | Buy |
+342
| New | +$76 | ﹤0.01% | 461 |
|
|
2020
Q3 | – | Sell |
-4,250
| Closed | -$796 | – | 430 |
|
|
2020
Q2 | $796 | Sell |
4,250
-940
| -18% | -$176 | 0.12% | 132 |
|
|
2020
Q1 | $748 | Hold |
5,190
| – | – | 0.12% | 111 |
|
|
2019
Q4 | $748K | Buy |
+5,190
| New | +$748K | 0.11% | 127 |
|