WealthPLAN Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-258
| Closed | -$54.5K | – | 466 |
|
|
2023
Q2 | $54.5K | Sell |
258
-100
| -28% | -$21.1K | 0.01% | 492 |
|
|
2023
Q1 | $71.5K | Buy |
+358
| New | +$71.5K | 0.01% | 490 |
|
|
2022
Q1 | $231K | Buy |
1,311
+241
| +23% | +$42.5K | 0.02% | 356 |
|
|
2021
Q4 | $249K | Sell |
1,070
-51
| -5% | -$11.9K | 0.02% | 344 |
|
|
2021
Q3 | $299K | Sell |
1,121
-41
| -4% | -$10.9K | 0.02% | 311 |
|
|
2021
Q2 | $282K | Buy |
1,162
+15
| +1% | +$3.64K | 0.02% | 300 |
|
|
2021
Q1 | $249K | Sell |
1,147
-39
| -3% | -$8.47K | 0.02% | 291 |
|
|
2020
Q4 | $282K | Sell |
1,186
-215
| -15% | -$51.1K | 0.02% | 277 |
|
|
2020
Q3 | $349K | Sell |
1,401
-154
| -10% | -$38.4K | 0.03% | 233 |
|
|
2020
Q2 | $303K | Buy |
+1,555
| New | +$303K | 0.03% | 235 |
|
|
2017
Q2 | – | Sell |
-224
| Closed | -$19.1K | – | 227 |
|
|
2017
Q1 | $19.1K | Buy |
+224
| New | +$19.1K | 0.07% | 195 |
|
|
2016
Q3 | $29.3K | Sell |
404
-224
| -36% | -$16.3K | 0.01% | 415 |
|
|
2016
Q2 | $32.1K | Buy |
+628
| New | +$32.1K | ﹤0.01% | 1134 |
|
|
2015
Q4 | $54.3K | Buy |
+1,816
| New | +$54.3K | 0.01% | 597 |
|
|
2015
Q2 | $42K | Sell |
600
-80
| -12% | -$5.6K | 0.02% | 190 |
|
|
2015
Q1 | $45K | Buy |
+680
| New | +$45K | 0.02% | 249 |
|