Bernicke Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.03M | Sell |
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|
2020
Q1 | $1.12M | Buy |
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|
2019
Q4 | $1.25M | Buy |
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|
2019
Q3 | $1.1M | Buy |
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|
2019
Q2 | $1.01M | Sell |
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|
2019
Q1 | $1.07M | Buy |
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|
2018
Q4 | $907K | Buy |
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|
2018
Q3 | $1.02M | Buy |
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|
2018
Q2 | $837K | Buy |
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|
2018
Q1 | $698K | Sell |
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|
2017
Q4 | $670K | Buy |
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|
2017
Q3 | $605K | Sell |
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|
2017
Q2 | $641K | Sell |
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|
2017
Q1 | $668K | Sell |
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|
2016
Q4 | $644K | Sell |
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|
2016
Q3 | $693K | Sell |
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|
2016
Q2 | $775K | Buy |
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|
2016
Q1 | $716K | Buy |
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|
2015
Q4 | $700K | Buy |
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