BDO Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.88M | Buy |
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|
2023
Q1 | $3.65M | Sell |
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|
2022
Q4 | $2.49M | Hold |
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|
2022
Q3 | $2.7M | Buy |
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|
2022
Q2 | $3.09M | Sell |
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|
2022
Q1 | $4.03M | Buy |
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|
2021
Q4 | $4.75M | Buy |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $1.52M | Buy |
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|
2021
Q1 | $1.28M | Buy |
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|
2020
Q4 | $302K | Sell |
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|
2020
Q3 | $342K | Buy |
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|
2020
Q2 | $218K | Sell |
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|
2020
Q1 | $180K | Buy |
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|
2019
Q4 | $198K | Hold |
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|
2019
Q3 | $181K | Sell |
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|
2019
Q2 | $192K | Buy |
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|
2019
Q1 | $70K | Buy |
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|
2018
Q4 | $34K | Hold |
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|
2018
Q3 | $40K | Hold |
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|
2018
Q2 | $34K | Buy |
|