AIA
Arbor Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$212K | – | 106 |
|
|
2022
Q1 | $212K | Hold |
1,000
| – | – | 0.04% | 115 |
|
|
2021
Q4 | $254K | Hold |
1,000
| – | – | 0.05% | 97 |
|
|
2021
Q3 | $271K | Hold |
1,000
| – | – | 0.05% | 82 |
|
|
2021
Q2 | $244K | Hold |
1,000
| – | – | 0.05% | 92 |
|
|
2021
Q1 | $212K | Hold |
1,000
| – | – | 0.05% | 97 |
|
|
2020
Q4 | $223K | Hold |
1,000
| – | – | 0.05% | 85 |
|
|
2020
Q3 | $251K | Buy |
+1,000
| New | +$251K | 0.07% | 75 |
|