Foresters Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $2.67M | Sell |
18,000
-15,895
| -47% | -$2.36M | 0.05% | 287 |
|
2019
Q2 | $5.14M | Sell |
33,895
-53,503
| -61% | -$8.12M | 0.09% | 270 |
|
2019
Q1 | $13.8M | Sell |
87,398
-14,600
| -14% | -$2.31M | 0.24% | 140 |
|
2018
Q4 | $14M | Buy |
101,998
+35,300
| +53% | +$4.84M | 0.26% | 131 |
|
2018
Q3 | $10.6M | Buy |
+66,698
| New | +$10.6M | 0.17% | 180 |
|
2018
Q1 | – | Sell |
-3,146
| Closed | -$322K | – | 434 |
|
2017
Q4 | $322K | Buy |
+3,146
| New | +$322K | 0.01% | 436 |
|