ARS Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.03M | Buy |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $588K | Buy |
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|
2020
Q3 | $625K | Buy |
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|
2020
Q2 | $463K | Buy |
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|
2020
Q1 | $349K | Buy |
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|
2019
Q4 | $361K | Sell |
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|
2019
Q3 | $428K | Sell |
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|
2019
Q2 | $441K | Hold |
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|
2019
Q1 | $460K | Buy |
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|
2018
Q4 | $369K | Sell |
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|
2018
Q3 | $486K | Buy |
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|
2018
Q2 | $400K | Buy |
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|
2018
Q1 | $318K | Sell |
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|
2017
Q4 | $336K | Sell |
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|
2017
Q3 | $360K | Sell |
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|
2017
Q2 | $434K | Buy |
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|
2017
Q1 | $339K | Sell |
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|
2016
Q4 | $329K | Buy |
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|
2016
Q3 | $215K | Buy |
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