BTC Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,456
| Closed | -$365K | – | 190 |
|
|
2019
Q3 | $365K | Sell |
2,456
-33
| -1% | -$4.9K | 0.06% | 143 |
|
|
2019
Q2 | $376K | Sell |
2,489
-1,303
| -34% | -$197K | 0.06% | 149 |
|
|
2019
Q1 | $602K | Buy |
3,792
+553
| +17% | +$87.8K | 0.1% | 130 |
|
|
2018
Q4 | $445K | Buy |
+3,239
| New | +$445K | 0.08% | 137 |
|