Balasa Dinverno & Foltz’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $433K | Sell |
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|
2022
Q2 | $555K | Buy |
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|
2022
Q1 | $473K | Sell |
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|
2021
Q4 | $675K | Sell |
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|
2021
Q3 | $727K | Buy |
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|
2021
Q2 | $531K | Buy |
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|
2021
Q1 | $370K | Sell |
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|
2020
Q4 | $435K | Buy |
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|
2020
Q3 | $448K | Buy |
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|
2020
Q2 | $286K | Sell |
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|
2020
Q1 | $223K | Buy |
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|
2019
Q4 | $250K | Buy |
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|
2019
Q3 | $225K | Sell |
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|
2019
Q2 | $267K | Sell |
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|
2019
Q1 | $338K | Buy |
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|
2018
Q4 | $270K | Buy |
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|
2018
Q3 | $252K | Buy |
|