First Allied Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.07M | Buy |
20,178
+70
| +0.3% | +$17.6K | 0.17% | 132 |
|
|
2020
Q2 | $3.77M | Sell |
20,108
-215
| -1% | -$40.3K | 0.14% | 163 |
|
|
2020
Q1 | $2.93M | Sell |
20,323
-3,344
| -14% | -$481K | 0.13% | 168 |
|
|
2019
Q4 | $3.84M | Buy |
23,667
+7,147
| +43% | +$1.16M | 0.13% | 183 |
|
|
2019
Q3 | $2.46M | Sell |
16,520
-3,371
| -17% | -$501K | 0.09% | 258 |
|
|
2019
Q2 | $3.02M | Buy |
19,891
+7,369
| +59% | +$1.12M | 0.1% | 224 |
|
|
2019
Q1 | $1.99M | Buy |
12,522
+1,024
| +9% | +$163K | 0.07% | 298 |
|
|
2018
Q4 | $1.58M | Sell |
11,498
-1,121
| -9% | -$154K | 0.06% | 315 |
|
|
2018
Q3 | $2.02M | Buy |
12,619
+2,816
| +29% | +$450K | 0.07% | 294 |
|
|
2018
Q2 | $1.34M | Sell |
9,803
-313
| -3% | -$42.9K | 0.05% | 376 |
|
|
2018
Q1 | $1.18M | Buy |
10,116
+515
| +5% | +$59.8K | 0.05% | 414 |
|
|
2017
Q4 | $975K | Sell |
9,601
-436
| -4% | -$44.3K | 0.04% | 457 |
|
|
2017
Q3 | $944K | Sell |
10,037
-1,681
| -14% | -$158K | 0.04% | 430 |
|
|
2017
Q2 | $1.02M | Buy |
11,718
+1,180
| +11% | +$103K | 0.05% | 417 |
|
|
2017
Q1 | $869K | Sell |
10,538
-2,286
| -18% | -$189K | 0.04% | 422 |
|
|
2016
Q4 | $878K | Buy |
12,824
+7,749
| +153% | +$531K | 0.04% | 423 |
|
|
2016
Q3 | $362K | Buy |
5,075
+184
| +4% | +$13.1K | 0.02% | 672 |
|
|
2016
Q2 | $385K | Sell |
4,891
-1,423
| -23% | -$112K | 0.02% | 645 |
|
|
2016
Q1 | $460K | Sell |
6,314
-562
| -8% | -$40.9K | 0.03% | 571 |
|
|
2015
Q4 | $538K | Buy |
6,876
+563
| +9% | +$44.1K | 0.03% | 549 |
|
|
2015
Q3 | $435K | Buy |
6,313
+714
| +13% | +$49.2K | 0.02% | 599 |
|
|
2015
Q2 | $387K | Sell |
5,599
-3,005
| -35% | -$208K | 0.02% | 717 |
|
|
2015
Q1 | $576K | Sell |
8,604
-1,676
| -16% | -$112K | 0.04% | 526 |
|
|
2014
Q4 | $607K | Buy |
10,280
+2,498
| +32% | +$147K | 0.04% | 464 |
|
|
2014
Q3 | $446K | Sell |
7,782
-240
| -3% | -$13.8K | 0.04% | 552 |
|
|
2014
Q2 | $462K | Buy |
8,022
+1,359
| +20% | +$78.3K | 0.03% | 546 |
|
|
2014
Q1 | $378K | Buy |
6,663
+153
| +2% | +$8.68K | 0.03% | 621 |
|
|
2013
Q4 | $362K | Sell |
6,510
-1,466
| -18% | -$81.5K | 0.03% | 602 |
|
|
2013
Q3 | $412K | Buy |
+7,976
| New | +$412K | 0.02% | 612 |
|