BKBG
BHF Kleinwort Benson Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $2.84M | Sell |
38,400
-10,205
| -21% | -$753K | 0.08% | 141 |
|
|
2015
Q4 | $3.81M | Buy |
48,605
+1,800
| +4% | +$141K | 0.09% | 163 |
|
|
2015
Q3 | $3.25M | Buy |
46,805
+4,800
| +11% | +$333K | 0.13% | 108 |
|
|
2015
Q2 | $2.93M | Hold |
42,005
| – | – | 0.1% | 191 |
|
|
2015
Q1 | $2.81M | Sell |
42,005
-5,670
| -12% | -$379K | 0.08% | 180 |
|
|
2014
Q4 | $2.83M | Buy |
47,675
+1,550
| +3% | +$91.9K | 0.07% | 187 |
|
|
2014
Q3 | $2.65M | Buy |
46,125
+1,340
| +3% | +$77.1K | 0.09% | 161 |
|
|
2014
Q2 | $2.6M | Hold |
44,785
| – | – | 0.08% | 166 |
|
|
2014
Q1 | $2.56M | Buy |
44,785
+1,825
| +4% | +$104K | 0.07% | 188 |
|
|
2013
Q4 | $2.37M | Buy |
42,960
+41,710
| +3,337% | +$2.3M | 0.15% | 148 |
|
|
2013
Q3 | $65K | Buy |
+1,250
| New | +$65K | 0.01% | 235 |
|