First Personal Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $34.2K | Buy |
125
+3
| +2% | +$821 | 0.01% | 225 |
|
|
2024
Q2 | $31.4K | Hold |
122
| – | – | 0.01% | 212 |
|
|
2024
Q1 | $36.7K | Sell |
122
-108
| -47% | -$32.5K | 0.01% | 202 |
|
|
2023
Q4 | $60.5K | Sell |
230
-3
| -1% | -$789 | 0.01% | 192 |
|
|
2023
Q3 | $47.2K | Sell |
233
-81
| -26% | -$16.4K | 0.01% | 203 |
|
|
2023
Q2 | $66.3K | Hold |
314
| – | – | 0.02% | 187 |
|
|
2023
Q1 | $62.7K | Sell |
314
-22
| -7% | -$4.4K | 0.02% | 186 |
|
|
2022
Q4 | $44.6K | Hold |
336
| – | – | 0.01% | 219 |
|
|
2022
Q3 | $48K | Buy |
336
+167
| +99% | +$23.9K | 0.01% | 197 |
|
|
2022
Q2 | $28K | Hold |
169
| – | – | 0.01% | 218 |
|
|
2022
Q1 | $36K | Buy |
169
+37
| +28% | +$7.88K | 0.01% | 217 |
|
|
2021
Q4 | $34K | Hold |
132
| – | – | 0.01% | 217 |
|
|
2021
Q3 | $36K | Buy |
132
+60
| +83% | +$16.4K | 0.01% | 213 |
|
|
2021
Q2 | $18K | Hold |
72
| – | – | ﹤0.01% | 259 |
|
|
2021
Q1 | $15K | Sell |
72
-74
| -51% | -$15.4K | ﹤0.01% | 259 |
|
|
2020
Q4 | $32K | Buy |
+146
| New | +$32K | 0.01% | 213 |
|
|
2020
Q1 | – | Sell |
-44
| Closed | -$7K | – | 347 |
|
|
2019
Q4 | $7K | Sell |
44
-719
| -94% | -$114K | ﹤0.01% | 293 |
|
|
2019
Q3 | $113K | Sell |
763
-166
| -18% | -$24.6K | 0.04% | 170 |
|
|
2019
Q2 | $141K | Buy |
929
+27
| +3% | +$4.1K | 0.04% | 186 |
|
|
2019
Q1 | $143K | Buy |
902
+190
| +27% | +$30.1K | 0.04% | 178 |
|
|
2018
Q4 | $98K | Buy |
712
+46
| +7% | +$6.33K | 0.03% | 199 |
|
|
2018
Q3 | $106K | Buy |
666
+227
| +52% | +$36.1K | 0.03% | 207 |
|
|
2018
Q2 | $60K | Sell |
439
-1,501
| -77% | -$205K | 0.02% | 249 |
|
|
2018
Q1 | $225K | Sell |
1,940
-713
| -27% | -$82.7K | 0.05% | 199 |
|
|
2017
Q4 | $271K | Buy |
2,653
+1,017
| +62% | +$104K | 0.05% | 207 |
|
|
2017
Q3 | $153K | Hold |
1,636
| – | – | 0.03% | 247 |
|
|
2017
Q2 | $142K | Buy |
1,636
+25
| +2% | +$2.17K | 0.03% | 257 |
|
|
2017
Q1 | $133K | Buy |
1,611
+112
| +7% | +$9.25K | 0.03% | 254 |
|
|
2016
Q4 | $103K | Buy |
1,499
+1,305
| +673% | +$89.7K | 0.03% | 274 |
|
|
2016
Q3 | $14K | Sell |
194
-108
| -36% | -$7.79K | ﹤0.01% | 499 |
|
|
2016
Q2 | $24K | Buy |
+302
| New | +$24K | 0.01% | 385 |
|