Financial Architects (New Jersey)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $959K | Buy |
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|
2023
Q1 | $898K | Buy |
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|
2022
Q4 | $592K | Sell |
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|
2022
Q3 | $646K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $919K | Sell |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $844K | Buy |
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|
2021
Q1 | $575K | Buy |
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|
2020
Q4 | $268K | Sell |
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|
2020
Q3 | $307K | Buy |
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|
2020
Q2 | $153K | Sell |
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|
2020
Q1 | $126K | Buy |
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|
2019
Q4 | $125K | Buy |
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|
2019
Q3 | $99K | Sell |
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|
2019
Q2 | $410K | Buy |
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|
2019
Q1 | $335K | Buy |
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|
2018
Q4 | $243K | Buy |
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|
2018
Q3 | $116K | Hold |
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|
2018
Q2 | $100K | Buy |
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|
2018
Q1 | $35K | Hold |
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|
2017
Q4 | $31K | Sell |
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|
2017
Q3 | $31K | Sell |
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|
2017
Q2 | $78K | Sell |
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|
2017
Q1 | $173K | Sell |
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|
2016
Q4 | $274K | Sell |
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|
2016
Q3 | $288K | Buy |
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|
2016
Q2 | $91K | Buy |
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|
2016
Q1 | $32K | Buy |
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|
2015
Q3 | – | Sell |
|
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|
2015
Q2 | $17K | Hold |
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|
2015
Q1 | $17K | Buy |
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|
2014
Q4 | $13K | Buy |
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|
2014
Q3 | $12K | Sell |
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|
2014
Q2 | $17K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $21K | Buy |
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