Endurance Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $221K | Hold |
1,047
| – | – | 0.03% | 188 |
|
|
2023
Q1 | $209K | Hold |
1,047
| – | – | 0.03% | 190 |
|
|
2022
Q4 | $139K | Sell |
1,047
-7
| -0.7% | -$929 | 0.02% | 223 |
|
|
2022
Q3 | $152K | Hold |
1,054
| – | – | 0.03% | 210 |
|
|
2022
Q2 | $174K | Hold |
1,054
| – | – | 0.03% | 206 |
|
|
2022
Q1 | $224K | Sell |
1,054
-175
| -14% | -$37.2K | 0.03% | 196 |
|
|
2021
Q4 | $312K | Hold |
1,229
| – | – | 0.03% | 180 |
|
|
2021
Q3 | $333K | Hold |
1,229
| – | – | 0.04% | 176 |
|
|
2021
Q2 | $300K | Hold |
1,229
| – | – | 0.03% | 185 |
|
|
2021
Q1 | $260K | Buy |
1,229
+677
| +123% | +$143K | 0.03% | 194 |
|
|
2020
Q4 | $123K | Hold |
552
| – | – | 0.02% | 237 |
|
|
2020
Q3 | $139K | Buy |
552
+52
| +10% | +$13.1K | 0.02% | 214 |
|
|
2020
Q2 | $94K | Hold |
500
| – | – | 0.02% | 244 |
|
|
2020
Q1 | $72K | Hold |
500
| – | – | 0.01% | 251 |
|
|
2019
Q4 | $81K | Hold |
500
| – | – | 0.01% | 242 |
|
|
2019
Q3 | $74K | Hold |
500
| – | – | 0.01% | 246 |
|
|
2019
Q2 | $76K | Sell |
500
-100
| -17% | -$15.2K | 0.01% | 241 |
|
|
2019
Q1 | $95K | Hold |
600
| – | – | 0.02% | 222 |
|
|
2018
Q4 | $82K | Buy |
600
+450
| +300% | +$61.5K | 0.02% | 219 |
|
|
2018
Q3 | $24K | Buy |
+150
| New | +$24K | ﹤0.01% | 327 |
|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$75K | – | 490 |
|
|
2016
Q3 | $75K | Buy |
+1,000
| New | +$75K | 0.01% | 241 |
|