ATFA
All Terrain Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,720
| Closed | -$404K | – | 141 |
|
|
2019
Q3 | $404K | Buy |
2,720
+220
| +9% | +$32.7K | 0.14% | 72 |
|
|
2019
Q2 | $379K | Hold |
2,500
| – | – | 0.13% | 76 |
|
|
2019
Q1 | $396K | Hold |
2,500
| – | – | 0.14% | 80 |
|
|
2018
Q4 | $342K | Hold |
2,500
| – | – | 0.14% | 81 |
|
|
2018
Q3 | $398K | Hold |
2,500
| – | – | 0.16% | 84 |
|
|
2018
Q2 | $341K | Sell |
2,500
-900
| -26% | -$123K | 0.15% | 91 |
|
|
2018
Q1 | $395K | Buy |
3,400
+900
| +36% | +$105K | 0.18% | 82 |
|
|
2017
Q4 | $256K | Buy |
+2,500
| New | +$256K | 0.12% | 100 |
|