TRUADVICE’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $871K | Buy |
4,075
+224
| +6% | +$47.9K | 0.34% | 85 |
|
|
2023
Q2 | $802K | Buy |
3,851
+1,207
| +46% | +$251K | 0.29% | 86 |
|
|
2023
Q1 | $524K | Buy |
+2,644
| New | +$524K | 0.21% | 117 |
|
|
2021
Q1 | – | Sell |
-1,639
| Closed | -$368K | – | 281 |
|
|
2020
Q4 | $368K | Buy |
+1,639
| New | +$368K | 0.11% | 175 |
|