Dubuque Bank & Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.48M | Sell |
12,209
-356
| -3% | -$72.2K | 0.33% | 63 |
|
|
2023
Q2 | $2.65M | Sell |
12,565
-1,001
| -7% | -$211K | 0.34% | 62 |
|
|
2023
Q1 | $2.71M | Buy |
13,566
+231
| +2% | +$46.1K | 0.35% | 66 |
|
|
2022
Q4 | $1.77M | Sell |
13,335
-1,705
| -11% | -$226K | 0.23% | 77 |
|
|
2022
Q3 | $2.16M | Sell |
15,040
-1,154
| -7% | -$166K | 0.3% | 69 |
|
|
2022
Q2 | $2.67M | Buy |
16,194
+168
| +1% | +$27.7K | 0.35% | 69 |
|
|
2022
Q1 | $3.4M | Sell |
16,026
-541
| -3% | -$115K | 0.38% | 64 |
|
|
2021
Q4 | $4.21M | Sell |
16,567
-2,792
| -14% | -$710K | 0.44% | 64 |
|
|
2021
Q3 | $5.25M | Sell |
19,359
-1,108
| -5% | -$301K | 0.59% | 54 |
|
|
2021
Q2 | $5M | Sell |
20,467
-1,219
| -6% | -$298K | 0.56% | 57 |
|
|
2021
Q1 | $4.6M | Buy |
21,686
+43
| +0.2% | +$9.11K | 0.52% | 58 |
|
|
2020
Q4 | $4.82M | Sell |
21,643
-279
| -1% | -$62.1K | 0.59% | 54 |
|
|
2020
Q3 | $5.51M | Sell |
21,922
-1,223
| -5% | -$307K | 0.81% | 38 |
|
|
2020
Q2 | $4.34M | Sell |
23,145
-2,085
| -8% | -$391K | 0.68% | 48 |
|
|
2020
Q1 | $3.63M | Sell |
25,230
-1,415
| -5% | -$204K | 0.69% | 50 |
|
|
2019
Q4 | $4.33M | Sell |
26,645
-747
| -3% | -$121K | 0.66% | 50 |
|
|
2019
Q3 | $4.07M | Sell |
27,392
-30,358
| -53% | -$4.51M | 0.66% | 48 |
|
|
2019
Q2 | $8.76M | Buy |
57,750
+6,488
| +13% | +$984K | 1.41% | 17 |
|
|
2019
Q1 | $8.12M | Buy |
51,262
+17,502
| +52% | +$2.77M | 1.31% | 22 |
|
|
2018
Q4 | $4.62M | Buy |
33,760
+30,534
| +946% | +$4.18M | 0.83% | 41 |
|
|
2018
Q3 | $513K | Sell |
3,226
-15
| -0.5% | -$2.39K | 0.08% | 101 |
|
|
2018
Q2 | $442K | Hold |
3,241
| – | – | 0.07% | 102 |
|
|
2018
Q1 | $376K | Buy |
3,241
+15
| +0.5% | +$1.74K | 0.06% | 123 |
|
|
2017
Q4 | $330K | Hold |
3,226
| – | – | 0.05% | 155 |
|
|
2017
Q3 | $301K | Hold |
3,226
| – | – | 0.05% | 168 |
|
|
2017
Q2 | $279K | Buy |
3,226
+1,604
| +99% | +$139K | 0.06% | 156 |
|
|
2017
Q1 | $134K | Buy |
1,622
+1,289
| +387% | +$106K | 0.03% | 239 |
|
|
2016
Q4 | $23K | Hold |
333
| – | – | ﹤0.01% | 317 |
|
|
2016
Q3 | $24K | Hold |
333
| – | – | ﹤0.01% | 300 |
|
|
2016
Q2 | $26K | Sell |
333
-85
| -20% | -$6.64K | 0.01% | 313 |
|
|
2016
Q1 | $31K | Sell |
418
-29
| -6% | -$2.15K | 0.01% | 289 |
|
|
2015
Q4 | $35K | Buy |
447
+414
| +1,255% | +$32.4K | 0.01% | 327 |
|
|
2015
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 557 |
|
|
2015
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 593 |
|
|
2015
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 578 |
|
|
2014
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 537 |
|
|
2014
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 542 |
|
|
2014
Q2 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 580 |
|