AFNAS
American Financial Network Advisory Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,574
| Closed | -$237K | – | 91 |
|
|
2019
Q2 | $237K | Sell |
1,574
-746
| -32% | -$112K | 0.19% | 117 |
|
|
2019
Q1 | $360K | Sell |
2,320
-3,010
| -56% | -$467K | 0.27% | 98 |
|
|
2018
Q4 | $730K | Sell |
5,330
-418
| -7% | -$57.3K | 0.52% | 56 |
|
|
2018
Q3 | $914K | Buy |
5,748
+5,662
| +6,584% | +$900K | 0.48% | 59 |
|
|
2018
Q2 | $793 | Sell |
86
-10
| -10% | -$92 | 0.43% | 70 |
|
|
2018
Q1 | $714 | Sell |
96
-9,851
| -99% | -$73.3K | 0.37% | 77 |
|
|
2017
Q4 | $1.02M | Sell |
9,947
-627
| -6% | -$64.1K | 0.43% | 75 |
|
|
2017
Q3 | $988K | Buy |
+10,574
| New | +$988K | 0.42% | 74 |
|