YCG LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,076
| Closed | -$1.01M | – | 43 |
|
|
2023
Q1 | $1.01M | Hold |
5,076
| – | – | 0.1% | 39 |
|
|
2022
Q4 | $673K | Hold |
5,076
| – | – | 0.07% | 39 |
|
|
2022
Q3 | $739K | Hold |
5,076
| – | – | 0.09% | 39 |
|
|
2022
Q2 | $838K | Hold |
5,076
| – | – | 0.09% | 40 |
|
|
2022
Q1 | $1.08M | Buy |
+5,076
| New | +$1.08M | 0.1% | 40 |
|