Equitec Proprietary Markets’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-600
| Closed | -$152K | – | 238 |
|
|
2021
Q4 | $152K | Buy |
+600
| New | +$152K | 0.02% | 70 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 21 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 27 |
|
|
2015
Q1 | – | Sell |
-5,298
| Closed | -$314K | – | 156 |
|
|
2014
Q4 | $314K | Buy |
+5,298
| New | +$314K | 0.01% | 154 |
|