DG
Davidson & Garrard’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $428K | Hold |
4,580
| – | – | 0.1% | 133 |
|
|
2017
Q2 | $397K | Buy |
4,580
+100
| +2% | +$8.67K | 0.09% | 138 |
|
|
2017
Q1 | $370K | Buy |
4,480
+100
| +2% | +$8.26K | 0.09% | 138 |
|
|
2016
Q4 | $300K | Buy |
4,380
+800
| +22% | +$54.8K | 0.07% | 147 |
|
|
2016
Q3 | $255K | Buy |
3,580
+528
| +17% | +$37.6K | 0.06% | 151 |
|
|
2016
Q2 | $242K | Hold |
3,052
| – | – | 0.06% | 163 |
|
|
2016
Q1 | $225K | Buy |
3,052
+200
| +7% | +$14.7K | 0.06% | 160 |
|
|
2015
Q4 | $224K | Buy |
+2,852
| New | +$224K | 0.06% | 168 |
|