UID
Union Investments & Development’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $95.8K | Hold |
350
| – | – | 0.55% | 24 |
|
|
2024
Q2 | $90K | Sell |
350
-350
| -50% | -$90K | 0.55% | 25 |
|
|
2024
Q1 | $211K | Hold |
700
| – | – | 0.96% | 19 |
|
|
2023
Q4 | $184K | Hold |
700
| – | – | 0.17% | 24 |
|
|
2023
Q3 | $142K | Hold |
700
| – | – | 0.08% | 29 |
|
|
2023
Q2 | $148K | Hold |
700
| – | – | 0.07% | 31 |
|
|
2023
Q1 | $140K | Hold |
700
| – | – | 0.08% | 29 |
|
|
2022
Q4 | $118K | Hold |
700
| – | – | 0.07% | 34 |
|
|
2022
Q3 | $101K | Hold |
700
| – | – | 0.05% | 38 |
|
|
2022
Q2 | $116K | Hold |
700
| – | – | 0.05% | 34 |
|
|
2022
Q1 | $149K | Hold |
700
| – | – | 0.05% | 28 |
|
|
2021
Q4 | $178K | Buy |
+700
| New | +$178K | 0.06% | 16 |
|