CBT
CoreFirst Bank & Trust’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-500
| Closed | -$101K | – | 375 |
|
|
2023
Q3 | $101K | Hold |
500
| – | – | 0.07% | 168 |
|
|
2023
Q2 | $106K | Sell |
500
-156
| -24% | -$33K | 0.07% | 166 |
|
|
2023
Q1 | $131K | Sell |
656
-300
| -31% | -$59.9K | 0.1% | 152 |
|
|
2022
Q4 | $127K | Sell |
956
-664
| -41% | -$88K | 0.1% | 165 |
|
|
2022
Q3 | $233K | Buy |
1,620
+51
| +3% | +$7.34K | 0.2% | 110 |
|
|
2022
Q2 | $259K | Hold |
1,569
| – | – | 0.2% | 107 |
|
|
2022
Q1 | $333K | Hold |
1,569
| – | – | 0.23% | 98 |
|
|
2021
Q4 | $399K | Hold |
1,569
| – | – | 0.26% | 89 |
|
|
2021
Q3 | $426K | Hold |
1,569
| – | – | 0.3% | 83 |
|
|
2021
Q2 | $383K | Hold |
1,569
| – | – | 0.26% | 89 |
|
|
2021
Q1 | $332K | Hold |
1,569
| – | – | 0.23% | 97 |
|
|
2020
Q4 | $349K | Buy |
+1,569
| New | +$349K | 0.26% | 84 |
|