BAM
Bruderman Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-978
| Closed | -$218K | – | 120 |
|
|
2020
Q4 | $218K | Buy |
978
+174
| +22% | +$38.8K | 0.06% | 103 |
|
|
2020
Q3 | $202K | Buy |
+804
| New | +$202K | 0.07% | 93 |
|
|
2019
Q2 | – | Sell |
-62
| Closed | -$10K | – | 207 |
|
|
2019
Q1 | $10K | Hold |
62
| – | – | ﹤0.01% | 439 |
|
|
2018
Q4 | $8K | Buy |
+62
| New | +$8K | ﹤0.01% | 450 |
|