Arcadia Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-912
| Closed | -$135K | – | 65 |
|
|
2019
Q3 | $135K | Hold |
912
| – | – | 0.09% | 32 |
|
|
2019
Q2 | $138K | Hold |
912
| – | – | 0.09% | 32 |
|
|
2019
Q1 | $144K | Sell |
912
-209
| -19% | -$33.1K | 0.11% | 34 |
|
|
2018
Q4 | $154K | Hold |
1,121
| – | – | 0.13% | 34 |
|
|
2018
Q3 | $178K | Hold |
1,121
| – | – | 0.14% | 27 |
|
|
2018
Q2 | $153K | Hold |
1,121
| – | – | 0.12% | 33 |
|
|
2018
Q1 | $130K | Sell |
1,121
-201
| -15% | -$23.4K | 0.11% | 28 |
|
|
2017
Q4 | $135K | Buy |
+1,322
| New | +$135K | 0.12% | 29 |
|