Wealthstreet Investment Advisors’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$62K	Hold	290	–	–	1.67%	18
2021 Q4	$74K	Hold	290	–	–	1.83%	17
2021 Q3	$79K	Sell	290 -1,050	-78%	-$267K	2.18%	17
2021 Q2	$327K	Sell	1,340 -16,827	-93%	-$3.88M	1.7%	19
2021 Q1	$3.85M	Buy	18,167 +102	+0.6%	+$22.7K	0.38%	66
2020 Q4	$4.02M	Buy	18,065 +5,085	+39%	+$1.24M	0.41%	60
2020 Q3	$3.26M	Hold	12,980	–	–	0.36%	64
2020 Q2	$2.43M	Buy	12,980 +50	+0.4%	+$8.43K	0.3%	80
2020 Q1	$1.86M	Sell	12,930 -990	-7%	-$170K	0.28%	87
2019 Q4	$2.26M	Buy	13,920 +20	+0.1%	+$3.13K	0.26%	92
2019 Q3	$2.16M	Buy	13,900 +2,570	+23%	+$391K	0.28%	86
2019 Q2	$1.72M	Buy	11,330 +900	+9%	+$141K	0.22%	105
2019 Q1	$1.65M	Hold	10,430	–	–	0.22%	108
2018 Q4	$1.54M	Sell	10,430 -1,300	-11%	-$179K	0.22%	105
2018 Q3	$1.86M	Sell	11,730 -240	-2%	-$35.6K	0.23%	97
2018 Q2	$1.63M	Sell	11,970 -11,460	-49%	-$1.46M	0.22%	111
2018 Q1	$2.73M	Sell	23,430 -2,150	-8%	-$247K	0.34%	72
2017 Q4	$2.62M	Buy	+25,580	New	+$2.61M	0.32%	77