FCA
FinTrust Capital Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.12M | Sell |
7,753
-105
| -1% | -$28.7K | 0.36% | 60 |
|
|
2024
Q2 | $2.02M | Sell |
7,858
-22
| -0.3% | -$5.66K | 0.37% | 58 |
|
|
2024
Q1 | $2.37M | Sell |
7,880
-36
| -0.5% | -$10.8K | 0.46% | 41 |
|
|
2023
Q4 | $2.08M | Buy |
7,916
+1,598
| +25% | +$420K | 0.42% | 47 |
|
|
2023
Q3 | $1.28M | Sell |
6,318
-94
| -1% | -$19.1K | 0.28% | 78 |
|
|
2023
Q2 | $850K | Hold |
6,412
| – | – | 0.2% | 121 |
|
|
2023
Q1 | $850K | Hold |
6,412
| – | – | 0.21% | 118 |
|
|
2022
Q4 | $850K | Sell |
6,412
-4,081
| -39% | -$541K | 0.21% | 118 |
|
|
2022
Q3 | $1.61M | Buy |
10,493
+380
| +4% | +$58.3K | 0.42% | 57 |
|
|
2022
Q2 | $1.85M | Sell |
10,113
-2,181
| -18% | -$398K | 0.46% | 51 |
|
|
2022
Q1 | $2.61M | Buy |
12,294
+46
| +0.4% | +$9.77K | 0.6% | 35 |
|
|
2021
Q4 | $3.11M | Buy |
12,248
+9,273
| +312% | +$2.36M | 0.74% | 28 |
|
|
2021
Q3 | $1.35M | Buy |
2,975
+1,950
| +190% | +$884K | 0.36% | 63 |
|
|
2021
Q2 | $250K | Sell |
1,025
-25
| -2% | -$6.1K | 0.07% | 246 |
|
|
2021
Q1 | $222K | Sell |
1,050
-175
| -14% | -$37K | 0.06% | 244 |
|
|
2020
Q4 | $273K | Sell |
1,225
-200
| -14% | -$44.6K | 0.09% | 193 |
|
|
2020
Q3 | $358 | Sell |
1,425
-313
| -18% | -$79 | 0.07% | 149 |
|
|
2020
Q2 | $326K | Sell |
1,738
-2,822
| -62% | -$529K | 0.13% | 144 |
|
|
2020
Q1 | $657K | Sell |
4,560
-312
| -6% | -$45K | 0.32% | 64 |
|
|
2019
Q4 | $792K | Buy |
4,872
+138
| +3% | +$22.4K | 0.32% | 64 |
|
|
2019
Q3 | $703K | Buy |
4,734
+273
| +6% | +$40.5K | 0.24% | 67 |
|
|
2019
Q2 | $677K | Buy |
4,461
+221
| +5% | +$33.5K | 0.27% | 74 |
|
|
2019
Q1 | $672K | Buy |
4,240
+350
| +9% | +$55.5K | 0.28% | 67 |
|
|
2018
Q4 | $533K | Buy |
+3,890
| New | +$533K | 0.26% | 81 |
|