BCA
Biltmore Capital Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-751
| Closed | -$204K | – | 162 |
|
|
2021
Q3 | $204K | Sell |
751
-79
| -10% | -$21.5K | 0.04% | 143 |
|
|
2021
Q2 | $203K | Buy |
+830
| New | +$203K | 0.04% | 126 |
|
|
2021
Q1 | – | Sell |
-1,006
| Closed | -$224K | – | 136 |
|
|
2020
Q4 | $224K | Buy |
1,006
+204
| +25% | +$45.4K | 0.06% | 93 |
|
|
2020
Q3 | $202K | Buy |
+802
| New | +$202K | 0.06% | 83 |
|