CFN
Cordasco Financial Network’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $192K | Hold |
1,164
| – | – | 0.14% | 91 |
|
|
2022
Q1 | $247K | Buy |
1,164
+100
| +9% | +$21.2K | 0.16% | 78 |
|
|
2021
Q4 | $270K | Sell |
1,064
-68
| -6% | -$17.3K | 0.17% | 73 |
|
|
2021
Q3 | $307K | Sell |
1,132
-7
| -0.6% | -$1.9K | 0.21% | 60 |
|
|
2021
Q2 | $278K | Hold |
1,139
| – | – | 0.19% | 64 |
|
|
2021
Q1 | $241K | Buy |
1,139
+188
| +20% | +$39.8K | 0.18% | 71 |
|
|
2020
Q4 | $212K | Sell |
951
-208
| -18% | -$46.4K | 0.17% | 71 |
|
|
2020
Q3 | $291K | Buy |
1,159
+68
| +6% | +$17.1K | 0.25% | 55 |
|
|
2020
Q2 | $204K | Buy |
1,091
+772
| +242% | +$144K | 0.19% | 70 |
|
|
2020
Q1 | $46K | Buy |
319
+27
| +9% | +$3.89K | 0.05% | 135 |
|
|
2019
Q4 | $47K | Sell |
292
-42
| -13% | -$6.76K | 0.04% | 143 |
|
|
2019
Q3 | $50K | Hold |
334
| – | – | 0.05% | 131 |
|
|
2019
Q2 | $51K | Hold |
334
| – | – | 0.05% | 125 |
|
|
2019
Q1 | $53K | Buy |
+334
| New | +$53K | 0.05% | 121 |
|
|
2016
Q4 | – | Sell |
-740
| Closed | -$59K | – | 244 |
|
|
2016
Q3 | $59K | Hold |
740
| – | – | 0.07% | 121 |
|
|
2016
Q2 | $59K | Hold |
740
| – | – | 0.07% | 121 |
|
|
2016
Q1 | $55K | Buy |
+740
| New | +$55K | 0.06% | 125 |
|