First National Bank of South Miami’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $9.3K | Hold |
44
| – | – | 0.01% | 220 |
|
|
2023
Q1 | $8.79K | Hold |
44
| – | – | 0.01% | 243 |
|
|
2022
Q4 | $6K | Hold |
44
| – | – | ﹤0.01% | 254 |
|
|
2022
Q3 | $6K | Sell |
44
-25
| -36% | -$3.41K | ﹤0.01% | 256 |
|
|
2022
Q2 | $11K | Sell |
69
-17
| -20% | -$2.71K | 0.01% | 253 |
|
|
2022
Q1 | $18K | Hold |
86
| – | – | 0.01% | 261 |
|
|
2021
Q4 | $22K | Hold |
86
| – | – | 0.01% | 269 |
|
|
2021
Q3 | $23K | Hold |
86
| – | – | 0.02% | 251 |
|
|
2021
Q2 | $21K | Buy |
86
+25
| +41% | +$6.11K | 0.01% | 245 |
|
|
2021
Q1 | $13K | Hold |
61
| – | – | 0.01% | 249 |
|
|
2020
Q4 | $14K | Buy |
61
+17
| +39% | +$3.9K | 0.01% | 231 |
|
|
2020
Q3 | $11K | Hold |
44
| – | – | 0.01% | 219 |
|
|
2020
Q2 | $8K | Hold |
44
| – | – | 0.01% | 237 |
|
|
2020
Q1 | $6K | Hold |
44
| – | – | 0.01% | 234 |
|
|
2019
Q4 | $7K | Hold |
44
| – | – | 0.01% | 239 |
|
|
2019
Q3 | $7K | Hold |
44
| – | – | 0.01% | 256 |
|
|
2019
Q2 | $7K | Buy |
+44
| New | +$7K | 0.01% | 257 |
|
|
2019
Q1 | – | Sell |
-169
| Closed | -$26K | – | 273 |
|
|
2018
Q4 | $26K | Buy |
+169
| New | +$26K | 0.03% | 212 |
|