Bernicke Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.03M | Sell |
5,482
-2,321
| -30% | -$435K | 0.76% | 14 |
|
|
2020
Q1 | $1.12M | Buy |
7,803
+130
| +2% | +$18.7K | 0.68% | 19 |
|
|
2019
Q4 | $1.25M | Buy |
7,673
+249
| +3% | +$40.5K | 0.7% | 22 |
|
|
2019
Q3 | $1.1M | Buy |
7,424
+746
| +11% | +$111K | 0.64% | 28 |
|
|
2019
Q2 | $1.01M | Sell |
6,678
-52
| -0.8% | -$7.89K | 0.61% | 19 |
|
|
2019
Q1 | $1.07M | Buy |
6,730
+108
| +2% | +$17.1K | 0.67% | 15 |
|
|
2018
Q4 | $907K | Buy |
6,622
+208
| +3% | +$28.5K | 0.62% | 15 |
|
|
2018
Q3 | $1.02M | Buy |
6,414
+278
| +5% | +$44.2K | 0.68% | 14 |
|
|
2018
Q2 | $837K | Buy |
6,136
+131
| +2% | +$17.9K | 0.59% | 15 |
|
|
2018
Q1 | $698K | Sell |
6,005
-544
| -8% | -$63.2K | 0.51% | 19 |
|
|
2017
Q4 | $670K | Buy |
6,549
+72
| +1% | +$7.37K | 0.51% | 22 |
|
|
2017
Q3 | $605K | Sell |
6,477
-922
| -12% | -$86.1K | 0.47% | 21 |
|
|
2017
Q2 | $641K | Sell |
7,399
-697
| -9% | -$60.4K | 0.51% | 22 |
|
|
2017
Q1 | $668K | Sell |
8,096
-1,316
| -14% | -$109K | 0.56% | 23 |
|
|
2016
Q4 | $644K | Sell |
9,412
-304
| -3% | -$20.8K | 0.56% | 31 |
|
|
2016
Q3 | $693K | Sell |
9,716
-45
| -0.5% | -$3.21K | 0.6% | 31 |
|
|
2016
Q2 | $775K | Buy |
9,761
+66
| +0.7% | +$5.24K | 0.7% | 28 |
|
|
2016
Q1 | $716K | Buy |
9,695
+763
| +9% | +$56.3K | 0.66% | 29 |
|
|
2015
Q4 | $700K | Buy |
+8,932
| New | +$700K | 0.68% | 29 |
|