FPS
Fieldpoint Private Securities’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $467K | Buy |
2,831
+717
| +34% | +$118K | 0.14% | 161 |
|
|
2022
Q1 | $449K | Buy |
2,114
+228
| +12% | +$48.4K | 0.09% | 223 |
|
|
2021
Q4 | $479K | Buy |
1,886
+42
| +2% | +$10.7K | 0.09% | 215 |
|
|
2021
Q3 | $500K | Sell |
1,844
-160
| -8% | -$43.4K | 0.11% | 202 |
|
|
2021
Q2 | $488K | Buy |
2,004
+184
| +10% | +$44.8K | 0.11% | 206 |
|
|
2021
Q1 | $386K | Sell |
1,820
-457
| -20% | -$96.9K | 0.09% | 224 |
|
|
2020
Q4 | $507K | Buy |
2,277
+340
| +18% | +$75.7K | 0.12% | 184 |
|
|
2020
Q3 | $487K | Buy |
1,937
+78
| +4% | +$19.6K | 0.14% | 163 |
|
|
2020
Q2 | $348K | Buy |
1,859
+109
| +6% | +$20.4K | 0.12% | 172 |
|
|
2020
Q1 | $252K | Buy |
1,750
+944
| +117% | +$136K | 0.1% | 204 |
|
|
2019
Q4 | $131K | Buy |
806
+747
| +1,266% | +$121K | 0.04% | 303 |
|
|
2019
Q3 | $9K | Buy |
+59
| New | +$9K | ﹤0.01% | 584 |
|
|
2019
Q1 | – | Sell |
-368
| Closed | -$50K | – | 380 |
|
|
2018
Q4 | $50K | Hold |
368
| – | – | 0.02% | 283 |
|
|
2018
Q3 | $59K | Buy |
+368
| New | +$59K | 0.02% | 295 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$20K | – | 410 |
|
|
2017
Q4 | $20K | Hold |
200
| – | – | 0.01% | 338 |
|
|
2017
Q3 | $19K | Hold |
200
| – | – | 0.01% | 526 |
|
|
2017
Q2 | $17K | Buy |
200
+100
| +100% | +$8.5K | 0.01% | 138 |
|
|
2017
Q1 | $8K | Buy |
+100
| New | +$8K | 0.01% | 315 |
|