AAM
American Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,305
| Closed | -$212K | – | 28 |
|
|
2019
Q4 | $212K | Sell |
1,305
-75
| -5% | -$12.2K | 0.14% | 101 |
|
|
2019
Q3 | $205K | Hold |
1,380
| – | – | 0.14% | 105 |
|
|
2019
Q2 | $209K | Sell |
1,380
-590
| -30% | -$89.4K | 0.14% | 104 |
|
|
2019
Q1 | $312K | Hold |
1,970
| – | – | 0.24% | 66 |
|
|
2018
Q4 | $270K | Buy |
1,970
+40
| +2% | +$5.48K | 0.2% | 68 |
|
|
2018
Q3 | $307K | Buy |
1,930
+150
| +8% | +$23.9K | 0.27% | 65 |
|
|
2018
Q2 | $243K | Hold |
1,780
| – | – | 0.16% | 81 |
|
|
2018
Q1 | $207K | Buy |
+1,780
| New | +$207K | 0.18% | 94 |
|