Boenning & Scattergood’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $757K | Buy |
3,567
+308
| +9% | +$65.4K | 0.12% | 201 |
|
|
2022
Q3 | $469K | Sell |
3,259
-162
| -5% | -$23.3K | 0.1% | 236 |
|
|
2022
Q2 | $565K | Sell |
3,421
-146
| -4% | -$24.1K | 0.11% | 207 |
|
|
2022
Q1 | $757K | Buy |
3,567
+375
| +12% | +$79.6K | 0.12% | 201 |
|
|
2021
Q4 | $811K | Sell |
3,192
-50
| -2% | -$12.7K | 0.13% | 188 |
|
|
2021
Q3 | $879K | Buy |
3,242
+1,000
| +45% | +$271K | 0.15% | 157 |
|
|
2021
Q2 | $548K | Sell |
2,242
-720
| -24% | -$176K | 0.1% | 226 |
|
|
2021
Q1 | $628K | Buy |
2,962
+302
| +11% | +$64K | 0.12% | 196 |
|
|
2020
Q4 | $592K | Sell |
2,660
-80
| -3% | -$17.8K | 0.13% | 184 |
|
|
2020
Q3 | $689K | Buy |
2,740
+582
| +27% | +$146K | 0.17% | 148 |
|
|
2020
Q2 | $404K | Buy |
+2,158
| New | +$404K | 0.11% | 202 |
|