B. Riley Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.18K | Sell |
|
|||||
|
2022
Q1 | $3.17M | Buy |
|
|||||
|
2021
Q4 | $3.74M | Buy |
|
|||||
|
2021
Q3 | $3.39M | Buy |
|
|||||
|
2021
Q2 | $2.67M | Sell |
|
|||||
|
2021
Q1 | $2.51M | Buy |
|
|||||
|
2020
Q4 | $2.01M | Buy |
|
|||||
|
2020
Q3 | $1.87M | Buy |
|
|||||
|
2020
Q2 | $672K | Sell |
|
|||||
|
2020
Q1 | $689K | Sell |
|
|||||
|
2019
Q4 | $1.51M | Sell |
|
|||||
|
2019
Q3 | $1.41M | Sell |
|
|||||
|
2019
Q2 | $1.57K | Buy |
|
|||||
|
2019
Q1 | $573K | Sell |
|
|||||
|
2018
Q4 | $801K | Buy |
|
|||||
|
2018
Q3 | $557K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $348K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $527K | Buy |
|