Cutter & Co Brokerage’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-768
| Closed | -$208K | – | 279 |
|
|
2021
Q3 | $208K | Buy |
+768
| New | +$208K | 0.05% | 265 |
|
|
2021
Q1 | – | Sell |
-905
| Closed | -$201K | – | 303 |
|
|
2020
Q4 | $201K | Buy |
+905
| New | +$201K | 0.05% | 246 |
|
|
2019
Q4 | – | Sell |
-7,231
| Closed | -$1.07M | – | 259 |
|
|
2019
Q3 | $1.07M | Sell |
7,231
-1,125
| -13% | -$167K | 0.35% | 75 |
|
|
2019
Q2 | $1.27M | Buy |
8,356
+1,890
| +29% | +$287K | 0.4% | 65 |
|
|
2019
Q1 | $1.02M | Buy |
6,466
+330
| +5% | +$52.3K | 0.29% | 76 |
|
|
2018
Q4 | $840K | Buy |
6,136
+4,746
| +341% | +$650K | 0.32% | 80 |
|
|
2018
Q3 | $221K | Buy |
+1,390
| New | +$221K | 0.08% | 238 |
|