Adams Chetwood Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $821K | Hold |
3,868
| – | – | 0.47% | 38 |
|
|
2021
Q4 | $983K | Sell |
3,868
-91
| -2% | -$23.1K | 0.67% | 34 |
|
|
2021
Q3 | $1.07M | Sell |
3,959
-20
| -0.5% | -$5.43K | 0.78% | 30 |
|
|
2021
Q2 | $972K | Buy |
3,979
+223
| +6% | +$54.5K | 0.69% | 32 |
|
|
2021
Q1 | $796K | Buy |
3,756
+88
| +2% | +$18.7K | 0.61% | 35 |
|
|
2020
Q4 | $816K | Sell |
3,668
-588
| -14% | -$131K | 0.68% | 33 |
|
|
2020
Q3 | $1.07M | Buy |
4,256
+20
| +0.5% | +$5.03K | 1.03% | 21 |
|
|
2020
Q2 | $794K | Hold |
4,236
| – | – | 0.81% | 28 |
|
|
2020
Q1 | $745K | Hold |
4,236
| – | – | 0.87% | 26 |
|
|
2019
Q4 | $689K | Buy |
+4,236
| New | +$689K | 0.7% | 25 |
|