DPA
Delphi Private Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-439
| Closed | -$30K | – | 143 |
|
|
2016
Q4 | $30K | Hold |
439
| – | – | 0.05% | 60 |
|
|
2016
Q3 | $31K | Sell |
439
-25
| -5% | -$1.77K | 0.05% | 48 |
|
|
2016
Q2 | $37K | Sell |
464
-1
| -0.2% | -$80 | 0.07% | 51 |
|
|
2016
Q1 | $34K | Hold |
465
| – | – | 0.06% | 61 |
|
|
2015
Q4 | $36K | Buy |
+465
| New | +$36K | 0.06% | 63 |
|