ABFS
Appropriate Balance Financial Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $6.02K | Buy |
562
+49
| +10% | +$525 | 0.3% | 20 |
|
|
2017
Q2 | $5.93K | Buy |
513
+33
| +7% | +$381 | 0.3% | 20 |
|
|
2017
Q1 | $5.82K | Sell |
480
-5,817
| -92% | -$70.5K | 0.29% | 21 |
|
|
2016
Q4 | $431K | Sell |
6,297
-519
| -8% | -$35.5K | 0.26% | 30 |
|
|
2016
Q3 | $486K | Sell |
6,816
-406
| -6% | -$28.9K | 0.31% | 29 |
|
|
2016
Q2 | $573K | Sell |
7,222
-93
| -1% | -$7.38K | 0.38% | 20 |
|
|
2016
Q1 | $540K | Sell |
7,315
-548
| -7% | -$40.5K | 0.38% | 23 |
|
|
2015
Q4 | $616K | Buy |
+7,863
| New | +$616K | 0.43% | 18 |
|