Davidson & Garrard’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$428K Hold
2017
Q2
$397K Buy
2017
Q1
$370K Buy
2016
Q4
$300K Buy
2016
Q3
$255K Buy
2016
Q2
$242K Hold
2016
Q1
$225K Buy
2015
Q4
$224K Buy