Carmichael Hill & Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $13.4K | Buy |
49
+25
| +104% | +$6.84K | ﹤0.01% | 453 |
|
2024
Q2 | $6.17K | Buy |
24
+5
| +26% | +$1.29K | ﹤0.01% | 527 |
|
2024
Q1 | $5.72K | Hold |
19
| – | – | ﹤0.01% | 536 |
|
2023
Q4 | $5K | Hold |
19
| – | – | ﹤0.01% | 543 |
|
2023
Q3 | $3.85K | Hold |
19
| – | – | ﹤0.01% | 551 |
|
2023
Q2 | $4.01K | Hold |
19
| – | – | ﹤0.01% | 552 |
|
2023
Q1 | $3.8K | Hold |
19
| – | – | ﹤0.01% | 560 |
|
2022
Q4 | $2.52K | Sell |
19
-100
| -84% | -$13.3K | ﹤0.01% | 564 |
|
2022
Q3 | $17K | Hold |
119
| – | – | 0.01% | 411 |
|
2022
Q2 | $20K | Buy |
119
+9
| +8% | +$1.51K | 0.01% | 380 |
|
2022
Q1 | $23K | Hold |
110
| – | – | 0.01% | 385 |
|
2021
Q4 | $28K | Sell |
110
-56
| -34% | -$14.3K | 0.01% | 365 |
|
2021
Q3 | $45K | Buy |
166
+56
| +51% | +$15.2K | 0.02% | 290 |
|
2021
Q2 | $27K | Hold |
110
| – | – | 0.01% | 376 |
|
2021
Q1 | $23K | Hold |
110
| – | – | 0.01% | 382 |
|
2020
Q4 | $24K | Hold |
110
| – | – | 0.01% | 364 |
|
2020
Q3 | $28K | Buy |
110
+10
| +10% | +$2.55K | 0.02% | 318 |
|
2020
Q2 | $19K | Hold |
100
| – | – | 0.01% | 351 |
|
2020
Q1 | $14K | Hold |
100
| – | – | 0.01% | 349 |
|
2019
Q4 | $16K | Buy |
+100
| New | +$16K | 0.01% | 365 |
|