Barnett & Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-25
| Closed | -$5K | – | 237 |
|
|
2021
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 257 |
|
|
2020
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 256 |
|
|
2020
Q3 | $6K | Sell |
25
-25
| -50% | -$6K | ﹤0.01% | 253 |
|
|
2020
Q2 | $9K | Hold |
50
| – | – | 0.01% | 223 |
|
|
2020
Q1 | $7K | Hold |
50
| – | – | 0.01% | 267 |
|
|
2019
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 339 |
|
|
2019
Q3 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 271 |
|