Camarda Financial Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,350
| Closed | -$2.21M | – | 80 |
|
|
2024
Q1 | $2.21M | Sell |
7,350
-250
| -3% | -$75.3K | 0.89% | 29 |
|
|
2023
Q4 | $2M | Buy |
7,600
+358
| +5% | +$94.2K | 0.86% | 28 |
|
|
2023
Q3 | $1.47M | Buy |
7,242
+674
| +10% | +$137K | 0.95% | 39 |
|
|
2023
Q2 | $1.39M | Buy |
+6,568
| New | +$1.39M | 0.69% | 48 |
|
|
2019
Q3 | – | Sell |
-108
| Closed | -$16K | – | 129 |
|
|
2019
Q2 | $16K | Sell |
108
-40
| -27% | -$5.93K | 0.03% | 133 |
|
|
2019
Q1 | $23K | Buy |
+148
| New | +$23K | 0.04% | 124 |
|
|
2017
Q1 | – | Sell |
-330
| Closed | -$23K | – | 193 |
|
|
2016
Q4 | $23K | Buy |
330
+30
| +10% | +$2.09K | 0.02% | 152 |
|
|
2016
Q3 | $21K | Sell |
300
-575
| -66% | -$40.3K | 0.01% | 140 |
|
|
2016
Q2 | $69K | Buy |
875
+575
| +192% | +$45.3K | 0.04% | 121 |
|
|
2016
Q1 | $22K | Sell |
300
-1,890
| -86% | -$139K | 0.01% | 164 |
|
|
2015
Q4 | $172K | Buy |
2,190
+1,890
| +630% | +$148K | 0.11% | 111 |
|
|
2015
Q3 | $21K | Buy |
+300
| New | +$21K | 0.01% | 122 |
|