CPA
Clear Perspective Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $620K | Sell |
2,439
-1,041
| -30% | -$265K | 0.19% | 84 |
|
|
2021
Q3 | $944K | Buy |
3,480
+294
| +9% | +$79.8K | 0.32% | 62 |
|
|
2021
Q2 | $778K | Buy |
3,186
+132
| +4% | +$32.2K | 0.27% | 67 |
|
|
2021
Q1 | $647K | Buy |
3,054
+183
| +6% | +$38.8K | 0.25% | 74 |
|
|
2020
Q4 | $639K | Buy |
2,871
+393
| +16% | +$87.5K | 0.26% | 71 |
|
|
2020
Q3 | $385 | Sell |
2,478
-594
| -19% | -$92 | 0.18% | 92 |
|
|
2020
Q2 | $575K | Buy |
3,072
+1,055
| +52% | +$197K | 0.31% | 57 |
|
|
2020
Q1 | $290K | Buy |
2,017
+328
| +19% | +$47.2K | 0.19% | 88 |
|
|
2019
Q4 | $275K | Sell |
1,689
-38
| -2% | -$6.19K | 0.17% | 114 |
|
|
2019
Q3 | $256K | Buy |
1,727
+81
| +5% | +$12K | 0.12% | 120 |
|
|
2019
Q2 | $250K | Buy |
1,646
+72
| +5% | +$10.9K | 0.16% | 123 |
|
|
2019
Q1 | $250K | Buy |
+1,574
| New | +$250K | 0.18% | 124 |
|
|
2018
Q3 | – | Sell |
-575
| Closed | -$78K | – | 196 |
|
|
2018
Q2 | $78K | Buy |
+575
| New | +$78K | 0.05% | 217 |
|