AWM
Ashmore Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $40M | Hold |
269,626
| – | – | 2.53% | 13 |
|
|
2019
Q2 | $40.9M | Buy |
269,626
+23,860
| +10% | +$3.62M | 2.67% | 12 |
|
|
2019
Q1 | $38.9M | Hold |
245,766
| – | – | 2.27% | 16 |
|
|
2018
Q4 | $33.7M | Buy |
245,766
+48,852
| +25% | +$6.69M | 2.33% | 15 |
|
|
2018
Q3 | $31.3M | Buy |
+196,914
| New | +$31.3M | 1.6% | 20 |
|