WR Wealth Planners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $150K | Buy |
449
+37
| +9% | +$12.4K | 0.05% | 181 |
|
|
2024
Q3 | $113K | Buy |
412
+1
| +0.2% | +$274 | 0.03% | 253 |
|
|
2024
Q2 | $106K | Sell |
411
-42
| -9% | -$10.8K | 0.03% | 245 |
|
|
2024
Q1 | $136K | Buy |
+453
| New | +$136K | 0.04% | 218 |
|
|
2023
Q4 | – | Sell |
-228
| Closed | -$46.2K | – | 317 |
|
|
2023
Q3 | $46.2K | Sell |
228
-132
| -37% | -$26.8K | 0.02% | 325 |
|
|
2023
Q2 | $76.1K | Buy |
360
+106
| +42% | +$22.4K | 0.03% | 272 |
|
|
2023
Q1 | $50.7K | Buy |
+254
| New | +$50.7K | 0.02% | 318 |
|