Dixon Hubard Feinour & Brown’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5.1M | Sell |
30,875
-1,419
| -4% | -$234K | 0.61% | 54 |
|
|
2022
Q1 | $6.86M | Sell |
32,294
-383
| -1% | -$81.3K | 0.69% | 42 |
|
|
2021
Q4 | $8.3M | Buy |
32,677
+31,099
| +1,971% | +$7.9M | 0.8% | 44 |
|
|
2021
Q3 | $428K | Buy |
1,578
+309
| +24% | +$83.8K | 0.09% | 131 |
|
|
2021
Q2 | $310K | Sell |
1,269
-767
| -38% | -$187K | 0.06% | 149 |
|
|
2021
Q1 | $464K | Buy |
2,036
+1,201
| +144% | +$274K | 0.06% | 155 |
|
|
2020
Q4 | $210K | Hold |
835
| – | – | 0.05% | 167 |
|
|
2020
Q3 | $210K | Buy |
+835
| New | +$210K | 0.05% | 167 |
|