Aviance Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $290K | Sell |
1,830
-161
| -8% | -$25.5K | 0.04% | 142 |
|
|
2018
Q4 | $273K | Sell |
1,991
-1,050
| -35% | -$144K | 0.04% | 140 |
|
|
2018
Q3 | $484K | Sell |
3,041
-213
| -7% | -$33.9K | 0.05% | 127 |
|
|
2018
Q2 | $444K | Buy |
+3,254
| New | +$444K | 0.04% | 133 |
|
|
2018
Q1 | – | Sell |
-2,840
| Closed | -$290K | – | 289 |
|
|
2017
Q4 | $290K | Sell |
2,840
-1,468
| -34% | -$150K | 0.02% | 164 |
|
|
2017
Q3 | $402K | Buy |
4,308
+55
| +1% | +$5.13K | 0.03% | 153 |
|
|
2017
Q2 | $368K | Sell |
4,253
-598
| -12% | -$51.7K | 0.02% | 151 |
|
|
2017
Q1 | $400K | Sell |
4,851
-133
| -3% | -$11K | 0.02% | 161 |
|
|
2016
Q4 | $341K | Sell |
4,984
-2,219
| -31% | -$152K | 0.02% | 171 |
|
|
2016
Q3 | $514K | Sell |
7,203
-829
| -10% | -$59.2K | 0.01% | 256 |
|
|
2016
Q2 | $637K | Sell |
8,032
-438
| -5% | -$34.7K | 0.02% | 235 |
|
|
2016
Q1 | $625K | Sell |
8,470
-1,624
| -16% | -$120K | 0.02% | 213 |
|
|
2015
Q4 | $791K | Buy |
+10,094
| New | +$791K | 0.03% | 182 |
|
|
2015
Q3 | – | Sell |
-15,827
| Closed | -$1.1M | – | 298 |
|
|
2015
Q2 | $1.1M | Buy |
15,827
+10,064
| +175% | +$701K | 1.13% | 22 |
|
|
2015
Q1 | $385K | Sell |
5,763
-296
| -5% | -$19.8K | 0.01% | 208 |
|
|
2014
Q4 | $359K | Sell |
6,059
-8,909
| -60% | -$528K | 0.01% | 254 |
|
|
2014
Q3 | $861K | Sell |
14,968
-7,093
| -32% | -$408K | 0.03% | 190 |
|
|
2014
Q2 | $1.28M | Sell |
22,061
-5,747
| -21% | -$334K | 0.05% | 147 |
|
|
2014
Q1 | $1.59M | Buy |
27,808
+27,406
| +6,817% | +$1.57M | 0.08% | 117 |
|
|
2013
Q4 | $22K | Sell |
402
-62
| -13% | -$3.39K | 0.01% | 270 |
|
|
2013
Q3 | $24K | Sell |
464
-1,423
| -75% | -$73.6K | 0.01% | 249 |
|
|
2013
Q2 | $72K | Buy |
+1,887
| New | +$72K | 0.04% | 208 |
|