AWCI
Alpine Woods Capital Investors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,600
| Closed | -$1.24M | – | 177 |
|
|
2024
Q1 | $1.24M | Sell |
4,600
-6,400
| -58% | -$1.72M | 0.25% | 106 |
|
|
2023
Q4 | $2.89M | Buy |
+11,000
| New | +$2.89M | 0.43% | 78 |
|
|
2021
Q1 | – | Sell |
-1,800
| Closed | -$401K | – | 234 |
|
|
2020
Q4 | $401K | Hold |
1,800
| – | – | 0.05% | 190 |
|
|
2020
Q3 | $452K | Buy |
1,800
+200
| +13% | +$50.2K | 0.07% | 191 |
|
|
2020
Q2 | $300K | Buy |
+1,600
| New | +$300K | 0.06% | 216 |
|