Aevitas Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $277K | Hold |
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|
2022
Q1 | $356K | Sell |
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|
2021
Q4 | $610K | Buy |
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|
2021
Q3 | $640K | Sell |
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|
2021
Q2 | $579K | Buy |
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|
2021
Q1 | $453K | Buy |
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|
2020
Q4 | $445K | Buy |
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|
2020
Q3 | $413K | Hold |
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|
2020
Q2 | $308K | Buy |
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|
2020
Q1 | $203K | Hold |
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|
2019
Q4 | $229K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $143K | Hold |
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|
2018
Q4 | $124K | Sell |
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|
2018
Q3 | $192K | Buy |
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|
2018
Q2 | $137K | Buy |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Buy |
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