First National Bank of Hutchinson’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,923
| Closed | -$522K | – | 114 |
|
2021
Q3 | $522K | Buy |
1,923
+3
| +0.2% | +$814 | 0.29% | 57 |
|
2021
Q2 | $469K | Sell |
1,920
-66
| -3% | -$16.1K | 0.24% | 73 |
|
2021
Q1 | $421K | Sell |
1,986
-579
| -23% | -$123K | 0.21% | 83 |
|
2020
Q4 | $579K | Buy |
2,565
+77
| +3% | +$17.4K | 0.19% | 51 |
|
2020
Q3 | $625K | Hold |
2,488
| – | – | 0.27% | 40 |
|
2020
Q2 | $466K | Sell |
2,488
-432
| -15% | -$80.9K | 0.24% | 43 |
|
2020
Q1 | $420K | Sell |
2,920
-9
| -0.3% | -$1.3K | 0.21% | 54 |
|
2019
Q4 | $476K | Buy |
2,929
+865
| +42% | +$141K | 0.19% | 62 |
|
2019
Q3 | $306K | Buy |
+2,064
| New | +$306K | 0.18% | 72 |
|