Boston Private Bank & Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $102K | Hold |
1,522
| – | – | ﹤0.01% | 473 |
|
|
2014
Q4 | $90K | Sell |
1,522
-130
| -8% | -$7.69K | ﹤0.01% | 484 |
|
|
2014
Q3 | $95K | Hold |
1,652
| – | – | ﹤0.01% | 481 |
|
|
2014
Q2 | $96K | Hold |
1,652
| – | – | ﹤0.01% | 485 |
|
|
2014
Q1 | $94K | Buy |
1,652
+250
| +18% | +$14.2K | ﹤0.01% | 495 |
|
|
2013
Q4 | $77K | Buy |
+1,402
| New | +$77K | ﹤0.01% | 523 |
|