Carroll Financial Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.76M | Sell |
6,796
-214
| -3% | -$55.3K | 0.09% | 128 |
|
|
2021
Q3 | $1.9M | Sell |
7,010
-2,031
| -22% | -$551K | 0.11% | 122 |
|
|
2021
Q2 | $2.21M | Buy |
9,041
+5,125
| +131% | +$1.25M | 0.12% | 109 |
|
|
2021
Q1 | $829K | Buy |
3,916
+1,711
| +78% | +$362K | 0.05% | 190 |
|
|
2020
Q4 | $490K | Buy |
2,205
+31
| +1% | +$6.89K | 0.03% | 244 |
|
|
2020
Q3 | $546K | Buy |
2,174
+57
| +3% | +$14.3K | 0.04% | 208 |
|
|
2020
Q2 | $396K | Sell |
2,117
-58
| -3% | -$10.8K | 0.03% | 252 |
|
|
2020
Q1 | $313K | Sell |
2,175
-675
| -24% | -$97.1K | 0.03% | 251 |
|
|
2019
Q4 | $463K | Buy |
2,850
+1,157
| +68% | +$188K | 0.04% | 229 |
|
|
2019
Q3 | $251K | Buy |
1,693
+139
| +9% | +$20.6K | 0.02% | 316 |
|
|
2019
Q2 | $235K | Buy |
1,554
+246
| +19% | +$37.2K | 0.02% | 324 |
|
|
2019
Q1 | $207K | Buy |
1,308
+258
| +25% | +$40.8K | 0.02% | 319 |
|
|
2018
Q4 | $149K | Buy |
1,050
+228
| +28% | +$32.4K | 0.02% | 307 |
|
|
2018
Q3 | $130K | Hold |
822
| – | – | 0.01% | 344 |
|
|
2018
Q2 | $112K | Hold |
822
| – | – | 0.01% | 357 |
|
|
2018
Q1 | $95K | Hold |
822
| – | – | 0.01% | 386 |
|
|
2017
Q4 | $84K | Hold |
822
| – | – | 0.01% | 406 |
|
|
2017
Q3 | $78K | Buy |
822
+62
| +8% | +$5.88K | 0.01% | 412 |
|
|
2017
Q2 | $65K | Hold |
760
| – | – | 0.01% | 440 |
|
|
2017
Q1 | $62K | Hold |
760
| – | – | 0.01% | 433 |
|
|
2016
Q4 | $52K | Sell |
760
-70
| -8% | -$4.79K | 0.01% | 452 |
|
|
2016
Q3 | $59K | Hold |
830
| – | – | 0.01% | 435 |
|
|
2016
Q2 | $65K | Buy |
830
+60
| +8% | +$4.7K | 0.01% | 407 |
|
|
2016
Q1 | $56K | Buy |
+770
| New | +$56K | 0.01% | 407 |
|