Advisor Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $16.1M | Buy |
98,844
+16,494
| +20% | +$2.68M | 0.11% | 167 |
|
|
2019
Q3 | $12.2M | Buy |
82,350
+1,220
| +2% | +$181K | 0.09% | 202 |
|
|
2019
Q2 | $12.3M | Buy |
81,130
+10,600
| +15% | +$1.61M | 0.09% | 189 |
|
|
2019
Q1 | $11.2M | Buy |
70,530
+9,125
| +15% | +$1.45M | 0.09% | 193 |
|
|
2018
Q4 | $8.41M | Buy |
61,405
+1,550
| +3% | +$212K | 0.08% | 205 |
|
|
2018
Q3 | $9.52M | Buy |
59,855
+13,377
| +29% | +$2.13M | 0.1% | 188 |
|
|
2018
Q2 | $6.34M | Buy |
46,478
+3,625
| +8% | +$494K | 0.09% | 211 |
|
|
2018
Q1 | $4.98M | Buy |
42,853
+4,993
| +13% | +$581K | 0.07% | 246 |
|
|
2017
Q4 | $3.87M | Buy |
37,860
+8,221
| +28% | +$841K | 0.05% | 332 |
|
|
2017
Q3 | $2.77M | Buy |
29,639
+4,751
| +19% | +$444K | 0.04% | 389 |
|
|
2017
Q2 | $2.16M | Buy |
24,888
+1,515
| +6% | +$131K | 0.04% | 457 |
|
|
2017
Q1 | $1.93M | Buy |
23,373
+2,619
| +13% | +$216K | 0.04% | 474 |
|
|
2016
Q4 | $1.42M | Buy |
20,754
+4,876
| +31% | +$334K | 0.03% | 526 |
|
|
2016
Q3 | $1.13M | Sell |
15,878
-832
| -5% | -$59.3K | 0.03% | 592 |
|
|
2016
Q2 | $1.32M | Buy |
+16,710
| New | +$1.32M | 0.03% | 511 |
|