Blue Chip 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
Q3 | $1.23M | Buy |
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|
2020
Q2 | $760K | Buy |
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|
2020
Q1 | $583K | Sell |
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|
2019
Q4 | $829K | Buy |
|
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|
2019
Q3 | $756K | Sell |
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|
2019
Q2 | $807K | Buy |
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|
2019
Q1 | $809K | Buy |
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|
2018
Q4 | $665K | Sell |
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|
2018
Q3 | $824K | Buy |
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|
2018
Q2 | $578K | Buy |
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|
2018
Q1 | $253K | Buy |
|