BP
BBR Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-24,728
| Closed | -$6.28M | – | 254 |
|
|
2021
Q4 | $6.28M | Sell |
24,728
-24,810
| -50% | -$6.3M | 0.74% | 17 |
|
|
2021
Q3 | $13.4M | Buy |
+49,538
| New | +$13.4M | 1.11% | 10 |
|
|
2020
Q1 | – | Sell |
-2,771
| Closed | -$451K | – | 171 |
|
|
2019
Q4 | $451K | Buy |
+2,771
| New | +$451K | 0.05% | 118 |
|