VitalStone Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30
| Closed | -$8K | – | 487 |
|
|
2023
Q4 | $8K | Hold |
30
| – | – | 0.01% | 290 |
|
|
2023
Q3 | $6K | Sell |
30
-46
| -61% | -$9.2K | 0.01% | 286 |
|
|
2023
Q2 | $15K | Buy |
76
+61
| +407% | +$12K | 0.01% | 584 |
|
|
2023
Q1 | $4K | Sell |
15
-60
| -80% | -$16K | ﹤0.01% | 260 |
|
|
2022
Q4 | $10K | Buy |
+75
| New | +$10K | 0.01% | 342 |
|