BIG
Bellwether Investment Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $537K | Hold |
5,260
| – | – | 2.15% | 13 |
|
|
2017
Q3 | $491K | Buy |
5,260
+282
| +6% | +$26.3K | 2.31% | 14 |
|
|
2017
Q2 | $431K | Buy |
4,978
+4,827
| +3,197% | +$418K | 2% | 20 |
|
|
2017
Q1 | $12K | Sell |
151
-137
| -48% | -$10.9K | 0.03% | 437 |
|
|
2016
Q4 | $20K | Buy |
+288
| New | +$20K | 0.02% | 452 |
|
|
2016
Q2 | $10K | Buy |
+120
| New | +$10K | 0.01% | 409 |
|