Carroll Financial Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.75M | Sell |
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|
2021
Q3 | $1.9M | Sell |
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|
2021
Q2 | $2.21M | Buy |
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|
2021
Q1 | $829K | Buy |
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|
2020
Q4 | $490K | Buy |
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|
2020
Q3 | $546K | Buy |
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|
2020
Q2 | $396K | Sell |
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|
2020
Q1 | $313K | Sell |
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|
2019
Q4 | $463K | Buy |
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|
2019
Q3 | $251K | Buy |
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|
2019
Q2 | $235K | Buy |
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|
2019
Q1 | $207K | Buy |
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|
2018
Q4 | $149K | Buy |
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|
2018
Q3 | $130K | Hold |
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|
2018
Q2 | $112K | Hold |
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|
2018
Q1 | $95K | Hold |
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|
2017
Q4 | $84K | Hold |
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|
2017
Q3 | $78K | Buy |
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|
2017
Q2 | $65K | Hold |
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|
2017
Q1 | $62K | Hold |
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|
2016
Q4 | $52K | Sell |
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|
2016
Q3 | $59K | Hold |
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|
2016
Q2 | $65K | Buy |
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|
2016
Q1 | $56K | Buy |
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