AO
Allen Operations’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,806
| Closed | -$1.64M | – | 30 |
|
|
2019
Q2 | $1.64M | Hold |
10,806
| – | – | 0.64% | 21 |
|
|
2019
Q1 | $1.71M | Hold |
10,806
| – | – | 0.7% | 17 |
|
|
2018
Q4 | $1.48M | Hold |
10,806
| – | – | 0.73% | 17 |
|
|
2018
Q3 | $1.72M | Hold |
10,806
| – | – | 0.62% | 17 |
|
|
2018
Q2 | $1.47M | Hold |
10,806
| – | – | 0.54% | 17 |
|
|
2018
Q1 | $1.26M | Hold |
10,806
| – | – | 0.35% | 18 |
|
|
2017
Q4 | $1.11M | Buy |
10,806
+708
| +7% | +$72.4K | 0.38% | 16 |
|
|
2017
Q3 | $943K | Hold |
10,098
| – | – | 0.84% | 16 |
|
|
2017
Q2 | $874K | Hold |
10,098
| – | – | 0.84% | 15 |
|
|
2017
Q1 | $833K | Hold |
10,098
| – | – | 0.88% | 13 |
|
|
2016
Q4 | $692K | Buy |
+10,098
| New | +$692K | 0.73% | 19 |
|