WealthPlan Investment Management’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-224	Closed	-$44.8K	–	390
2023 Q1	$44.8K	Buy	+224	New	+$44.8K	0.01%	253
2022 Q1	$231K	Buy	+1,311	New	+$231K	0.02%	356