American Portfolios Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.26M | Sell |
15,685
-44
| -0.3% | -$6.33K | 0.1% | 216 |
|
|
2022
Q2 | $2.6M | Sell |
15,729
-388
| -2% | -$64K | 0.11% | 199 |
|
|
2022
Q1 | $3.42M | Buy |
16,117
+3,705
| +30% | +$787K | 0.12% | 177 |
|
|
2021
Q4 | $3.15M | Buy |
12,412
+1,997
| +19% | +$507K | 0.11% | 189 |
|
|
2021
Q3 | $2.82M | Sell |
10,415
-280
| -3% | -$75.9K | 0.11% | 196 |
|
|
2021
Q2 | $2.61M | Buy |
10,695
+627
| +6% | +$153K | 0.1% | 205 |
|
|
2021
Q1 | $2.13M | Buy |
10,068
+1,329
| +15% | +$282K | 0.09% | 212 |
|
|
2020
Q4 | $1.94M | Sell |
8,739
-2,818
| -24% | -$627K | 0.1% | 197 |
|
|
2020
Q3 | $2.9M | Buy |
11,557
+555
| +5% | +$139K | 0.17% | 123 |
|
|
2020
Q2 | $2.06M | Buy |
11,002
+492
| +5% | +$92.2K | 0.13% | 158 |
|
|
2020
Q1 | $1.51M | Sell |
10,510
-99
| -0.9% | -$14.3K | 0.13% | 157 |
|
|
2019
Q4 | $1.73M | Buy |
10,609
+5,264
| +98% | +$856K | 0.12% | 167 |
|
|
2019
Q3 | $793K | Sell |
5,345
-8,068
| -60% | -$1.2M | 0.07% | 292 |
|
|
2019
Q2 | $2.04M | Sell |
13,413
-741
| -5% | -$112K | 0.17% | 137 |
|
|
2019
Q1 | $2.24M | Buy |
14,154
+7,086
| +100% | +$1.12M | 0.21% | 103 |
|
|
2018
Q4 | $968K | Sell |
7,068
-714
| -9% | -$97.8K | 0.12% | 171 |
|
|
2018
Q3 | $1.24M | Buy |
7,782
+1,751
| +29% | +$278K | 0.14% | 146 |
|
|
2018
Q2 | $823K | Buy |
6,031
+3,117
| +107% | +$425K | 0.11% | 184 |
|
|
2018
Q1 | $339K | Buy |
2,914
+187
| +7% | +$21.7K | 0.05% | 359 |
|
|
2017
Q4 | $279K | Buy |
+2,727
| New | +$279K | 0.04% | 385 |
|