DRS
Deane Retirement Strategies’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-22,491
| Closed | -$1.54M | – | 51 |
|
|
2016
Q4 | $1.54M | Buy |
+22,491
| New | +$1.54M | 1.38% | 26 |
|
|
2015
Q3 | – | Sell |
-15,827
| Closed | -$316K | – | 52 |
|
|
2015
Q2 | $316K | Sell |
15,827
-70,306
| -82% | -$1.4M | 0.32% | 25 |
|
|
2015
Q1 | $1.69M | Buy |
+86,133
| New | +$1.69M | 1.63% | 18 |
|