Alpha Windward’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $5K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $87K | Hold |
|
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|
2016
Q4 | $72K | Sell |
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|
2016
Q3 | $84K | Hold |
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|
2016
Q2 | $94K | Buy |
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|
2016
Q1 | $70K | Hold |
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|
2015
Q4 | $74K | Sell |
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|
2015
Q3 | $81K | Hold |
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|
2015
Q2 | $82K | Sell |
|
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|
2015
Q1 | $85K | Hold |
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|
2014
Q4 | $75K | Sell |
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|
2014
Q3 | $75K | Hold |
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|
2014
Q2 | $76K | Sell |
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|
2014
Q1 | $75K | Hold |
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|
2013
Q4 | $73K | Buy |
|