Catamount Wealth Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$2.11M Buy
2018
Q4
Sell
2018
Q3
$5.56M Buy
2018
Q2
$4.75M Buy
2018
Q1
$3.29M Buy
2017
Q4
$2.89M Buy
2017
Q3
$2.3M Sell
2017
Q2
$2.2M Buy