Concert Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,127
| Closed | -$354K | – | 204 |
|
|
2017
Q1 | $354K | Sell |
5,127
-7,060
| -58% | -$487K | 0.08% | 322 |
|
|
2016
Q4 | $840K | Sell |
12,187
-3,115
| -20% | -$215K | 0.19% | 164 |
|
|
2016
Q3 | $1.09M | Sell |
15,302
-1,761
| -10% | -$125K | 0.13% | 202 |
|
|
2016
Q2 | $1.36M | Sell |
17,063
-46
| -0.3% | -$3.66K | 0.18% | 152 |
|
|
2016
Q1 | $1.27M | Sell |
17,109
-2,662
| -13% | -$197K | 0.17% | 157 |
|
|
2015
Q4 | $1.56M | Buy |
19,771
+2,642
| +15% | +$208K | 0.21% | 120 |
|
|
2015
Q3 | $1.19M | Buy |
17,129
+13,089
| +324% | +$907K | 0.16% | 159 |
|
|
2015
Q2 | $283K | Buy |
+4,040
| New | +$283K | 0.04% | 521 |
|