FBT
First Bank & Trust’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-102
| Closed | -$17K | – | 239 |
|
|
2022
Q2 | $17K | Sell |
102
-39
| -28% | -$6.5K | 0.01% | 319 |
|
|
2022
Q1 | $30K | Hold |
141
| – | – | 0.01% | 301 |
|
|
2021
Q4 | $36K | Buy |
141
+11
| +8% | +$2.81K | 0.02% | 290 |
|
|
2021
Q3 | $35K | Hold |
130
| – | – | 0.02% | 289 |
|
|
2021
Q2 | $32K | Sell |
130
-259
| -67% | -$63.8K | 0.02% | 288 |
|
|
2021
Q1 | $82K | Sell |
389
-2,586
| -87% | -$545K | 0.04% | 239 |
|
|
2020
Q4 | $662K | Sell |
2,975
-1,478
| -33% | -$329K | 0.42% | 67 |
|
|
2020
Q3 | $1.12M | Sell |
4,453
-11
| -0.2% | -$2.76K | 0.74% | 46 |
|
|
2020
Q2 | $836K | Sell |
4,464
-145
| -3% | -$27.2K | 0.63% | 55 |
|
|
2020
Q1 | $664K | Sell |
4,609
-148
| -3% | -$21.3K | 0.6% | 53 |
|
|
2019
Q4 | $774K | Sell |
4,757
-467
| -9% | -$76K | 0.56% | 61 |
|
|
2019
Q3 | $775K | Sell |
5,224
-55
| -1% | -$8.16K | 0.58% | 54 |
|
|
2019
Q2 | $801K | Sell |
5,279
-394
| -7% | -$59.8K | 0.64% | 52 |
|
|
2019
Q1 | $898K | Sell |
5,673
-948
| -14% | -$150K | 0.7% | 50 |
|
|
2018
Q4 | $907K | Sell |
6,621
-940
| -12% | -$129K | 0.77% | 45 |
|
|
2018
Q3 | $1.15M | Sell |
7,561
-270
| -3% | -$41.2K | 0.87% | 39 |
|
|
2018
Q2 | $1.07M | Buy |
7,831
+738
| +10% | +$101K | 0.82% | 40 |
|
|
2018
Q1 | $825K | Buy |
7,093
+196
| +3% | +$22.8K | 0.66% | 50 |
|
|
2017
Q4 | $705K | Buy |
6,897
+434
| +7% | +$44.4K | 0.56% | 56 |
|
|
2017
Q3 | $604K | Buy |
6,463
+151
| +2% | +$14.1K | 0.49% | 61 |
|
|
2017
Q2 | $547K | Sell |
6,312
-31
| -0.5% | -$2.69K | 0.46% | 65 |
|
|
2017
Q1 | $523K | Sell |
6,343
-1,082
| -15% | -$89.2K | 0.45% | 61 |
|
|
2016
Q4 | $508K | Buy |
+7,425
| New | +$508K | 0.46% | 63 |
|