Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $87K | Buy |
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|
2022
Q1 | $103K | Sell |
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|
2021
Q4 | $150K | Sell |
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|
2021
Q3 | $180K | Buy |
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|
2021
Q2 | $144K | Hold |
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|
2021
Q1 | $125K | Buy |
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|
2020
Q4 | $120K | Buy |
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|
2020
Q3 | $96.8K | Hold |
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|
2020
Q2 | $72.1K | Hold |
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|
2020
Q1 | $55.4K | Hold |
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|
2019
Q4 | $62.6K | Sell |
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|
2019
Q3 | $71.1K | Hold |
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|
2019
Q2 | $72.7K | Buy |
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|
2019
Q1 | $61K | Hold |
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|
2018
Q4 | $52.7K | Hold |
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|
2018
Q3 | $61.2K | Hold |
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|
2018
Q2 | $52.5K | Hold |
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|
2018
Q1 | $44.8K | Hold |
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|
2017
Q4 | $39.4K | Hold |
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|
2017
Q3 | $36K | Buy |
|