WealthStone’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $907K | Sell |
4,285
-66
| -2% | -$14K | 0.32% | 50 |
|
|
2020
Q4 | $968K | Buy |
4,351
+3
| +0.1% | +$667 | 0.34% | 40 |
|
|
2020
Q3 | $1.09M | Sell |
4,348
-415
| -9% | -$104K | 0.5% | 30 |
|
|
2020
Q2 | $892K | Buy |
+4,763
| New | +$892K | 0.43% | 32 |
|
|
2019
Q3 | – | Sell |
-131
| Closed | -$19.9K | – | 186 |
|
|
2019
Q2 | $19.9K | Buy |
+131
| New | +$19.9K | 0.01% | 216 |
|