Acima Private Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-54
| Closed | -$10K | – | 227 |
|
|
2020
Q2 | $10K | Hold |
54
| – | – | 0.01% | 213 |
|
|
2020
Q1 | $8K | Hold |
54
| – | – | 0.01% | 230 |
|
|
2019
Q4 | $9K | Sell |
54
-135
| -71% | -$22.5K | 0.01% | 244 |
|
|
2019
Q3 | $28K | Buy |
189
+135
| +250% | +$20K | 0.02% | 206 |
|
|
2019
Q2 | $8K | Hold |
54
| – | – | 0.01% | 212 |
|
|
2019
Q1 | $9K | Sell |
54
-21
| -28% | -$3.5K | 0.01% | 208 |
|
|
2018
Q4 | $10K | Buy |
+75
| New | +$10K | 0.01% | 215 |
|