WA
WESPAC Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,111
| Closed | -$247K | – | 165 |
|
|
2020
Q4 | $247K | Buy |
+1,111
| New | +$247K | 0.19% | 125 |
|
|
2019
Q3 | – | Sell |
-1,799
| Closed | -$273K | – | 99 |
|
|
2019
Q2 | $273K | Sell |
1,799
-1,708
| -49% | -$259K | 0.2% | 91 |
|
|
2019
Q1 | $534K | Buy |
3,507
+528
| +18% | +$80.4K | 0.37% | 72 |
|
|
2018
Q4 | $408K | Buy |
+2,979
| New | +$408K | 0.4% | 63 |
|