Unio Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-26,627
| Closed | -$3.83M | – | 46 |
|
|
2022
Q3 | $3.83M | Sell |
26,627
-12,378
| -32% | -$1.78M | 2.31% | 23 |
|
|
2022
Q2 | $6.44M | Buy |
39,005
+9,213
| +31% | +$1.52M | 3.7% | 15 |
|
|
2022
Q1 | $6.33M | Sell |
29,792
-340
| -1% | -$72.2K | 2.73% | 20 |
|
|
2021
Q4 | $698K | Buy |
30,132
+1,740
| +6% | +$40.3K | 3.41% | 17 |
|
|
2021
Q3 | $7.7M | Sell |
28,392
-1,349
| -5% | -$366K | 3.43% | 17 |
|
|
2021
Q2 | $7.27M | Sell |
29,741
-527
| -2% | -$129K | 3.24% | 18 |
|
|
2021
Q1 | $6.41M | Buy |
30,268
+3,464
| +13% | +$734K | 3.04% | 20 |
|
|
2020
Q4 | $5.96M | Buy |
+26,804
| New | +$5.96M | 2.94% | 18 |
|