Advantage Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $134K | Sell |
900
-30
| -3% | -$4.47K | 0.1% | 189 |
|
|
2019
Q2 | $141K | Buy |
930
+146
| +19% | +$22.1K | 0.11% | 186 |
|
|
2019
Q1 | $124K | Sell |
784
-57
| -7% | -$9.02K | 0.1% | 206 |
|
|
2018
Q4 | $115K | Buy |
841
+32
| +4% | +$4.38K | 0.09% | 210 |
|
|
2018
Q3 | $129K | Buy |
809
+709
| +709% | +$113K | 0.08% | 226 |
|
|
2018
Q2 | $14K | Hold |
100
| – | – | 0.01% | 602 |
|
|
2018
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 638 |
|
|
2017
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 681 |
|
|
2017
Q3 | $9K | Sell |
100
-500
| -83% | -$45K | ﹤0.01% | 712 |
|
|
2017
Q2 | $52K | Hold |
600
| – | – | 0.02% | 356 |
|
|
2017
Q1 | $49K | Buy |
600
+450
| +300% | +$36.8K | 0.02% | 347 |
|
|
2016
Q4 | $10K | Buy |
150
+100
| +200% | +$6.67K | ﹤0.01% | 627 |
|
|
2016
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 756 |
|
|
2016
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 723 |
|
|
2016
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 697 |
|