AIA
Avalon Investment & Advisory’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $15.1M | Buy |
75,611
+66,733
| +752% | +$13.3M | 0.41% | 76 |
|
|
2022
Q4 | $1.18M | Sell |
8,878
-2,863
| -24% | -$380K | 0.03% | 193 |
|
|
2022
Q3 | $1.69M | Sell |
11,741
-135
| -1% | -$19.4K | 0.05% | 170 |
|
|
2022
Q2 | $1.96M | Sell |
11,876
-632
| -5% | -$104K | 0.06% | 167 |
|
|
2022
Q1 | $2.66M | Buy |
12,508
+5,034
| +67% | +$1.07M | 0.06% | 156 |
|
|
2021
Q4 | $1.9M | Sell |
7,474
-6,779
| -48% | -$1.72M | 0.05% | 175 |
|
|
2021
Q3 | $3.87M | Buy |
14,253
+2,253
| +19% | +$611K | 0.09% | 156 |
|
|
2021
Q2 | $2.93M | Buy |
12,000
+3,097
| +35% | +$756K | 0.07% | 175 |
|
|
2021
Q1 | $1.89M | Sell |
8,903
-2,963
| -25% | -$628K | 0.04% | 195 |
|
|
2020
Q4 | $2.64M | Buy |
11,866
+1,841
| +18% | +$410K | 0.05% | 186 |
|
|
2020
Q3 | $2.52M | Buy |
10,025
+1,221
| +14% | +$307K | 0.06% | 167 |
|
|
2020
Q2 | $1.65M | Buy |
8,804
+4,386
| +99% | +$822K | 0.04% | 192 |
|
|
2020
Q1 | $636K | Buy |
4,418
+1,546
| +54% | +$223K | 0.02% | 241 |
|
|
2019
Q4 | $467K | Buy |
2,872
+289
| +11% | +$47K | 0.01% | 266 |
|
|
2019
Q3 | $383K | Buy |
2,583
+328
| +15% | +$48.6K | 0.01% | 271 |
|
|
2019
Q2 | $342K | Sell |
2,255
-195
| -8% | -$29.6K | 0.01% | 282 |
|
|
2019
Q1 | $388K | Buy |
+2,450
| New | +$388K | 0.01% | 281 |
|