Certified Advisory Corp’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-216
| Closed | -$46K | – | 302 |
|
|
2021
Q1 | $46K | Buy |
+216
| New | +$46K | 0.01% | 362 |
|
|
2020
Q2 | $55K | Hold |
291
| – | – | 0.02% | 294 |
|
|
2020
Q1 | $42K | Hold |
291
| – | – | 0.02% | 306 |
|
|
2019
Q4 | $47K | Hold |
291
| – | – | 0.02% | 326 |
|
|
2019
Q3 | $43K | Buy |
291
+50
| +21% | +$7.39K | 0.01% | 345 |
|
|
2019
Q2 | $37K | Sell |
241
-50
| -17% | -$7.68K | 0.01% | 359 |
|
|
2019
Q1 | $46K | Hold |
291
| – | – | 0.02% | 310 |
|
|
2018
Q4 | $40K | Buy |
291
+100
| +52% | +$13.7K | 0.02% | 309 |
|
|
2018
Q3 | $30K | Hold |
191
| – | – | 0.01% | 366 |
|
|
2018
Q2 | $26K | Hold |
191
| – | – | 0.01% | 376 |
|
|
2018
Q1 | $22K | Hold |
191
| – | – | 0.01% | 387 |
|
|
2017
Q4 | $19K | Buy |
+191
| New | +$19K | 0.01% | 376 |
|