VAMG
Voisard Asset Management Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-93
| Closed | -$25.5K | – | 194 |
|
|
2024
Q3 | $25.5K | Buy |
93
+24
| +35% | +$6.58K | 0.01% | 240 |
|
|
2024
Q2 | $17.7K | Hold |
69
| – | – | 0.01% | 224 |
|
|
2024
Q1 | $20.8K | Hold |
69
| – | – | 0.01% | 192 |
|
|
2023
Q4 | $18.2K | Buy |
+69
| New | +$18.2K | 0.01% | 206 |
|