Frontier Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.37M | Sell |
14,349
-4,549
| -24% | -$751K | 0.17% | 117 |
|
|
2022
Q1 | $3.68M | Sell |
18,898
-551
| -3% | -$107K | 0.05% | 78 |
|
|
2021
Q4 | $4.94M | Buy |
19,449
+437
| +2% | +$111K | 0.33% | 64 |
|
|
2021
Q3 | $5.16M | Buy |
19,012
+3,194
| +20% | +$866K | 0.36% | 58 |
|
|
2021
Q2 | $3.86M | Sell |
15,818
-58
| -0.4% | -$14.2K | 0.27% | 77 |
|
|
2021
Q1 | $3.36M | Buy |
15,876
+1,038
| +7% | +$220K | 0.26% | 80 |
|
|
2020
Q4 | $3.3M | Buy |
14,838
+380
| +3% | +$84.6K | 0.27% | 76 |
|
|
2020
Q3 | $3.63M | Buy |
14,458
+25
| +0.2% | +$6.28K | 0.33% | 58 |
|
|
2020
Q2 | $2.7M | Sell |
14,433
-265
| -2% | -$49.6K | 0.25% | 78 |
|
|
2020
Q1 | $2.12M | Buy |
14,698
+10,928
| +290% | +$1.57M | 0.35% | 78 |
|
|
2019
Q4 | $613K | Sell |
3,770
-9,730
| -72% | -$1.58M | 0.1% | 155 |
|
|
2019
Q3 | $2M | Sell |
13,500
-13
| -0.1% | -$1.93K | 0.3% | 76 |
|
|
2019
Q2 | $2.05M | Buy |
13,513
+233
| +2% | +$35.3K | 0.3% | 75 |
|
|
2019
Q1 | $2.1M | Buy |
13,280
+313
| +2% | +$49.6K | 0.29% | 80 |
|
|
2018
Q4 | $1.78M | Buy |
12,967
+242
| +2% | +$33.1K | 0.27% | 87 |
|
|
2018
Q3 | $2.02M | Sell |
12,725
-4,665
| -27% | -$742K | 0.19% | 85 |
|
|
2018
Q2 | $2.37M | Buy |
17,390
+1,875
| +12% | +$256K | 0.34% | 70 |
|
|
2018
Q1 | $1.8M | Buy |
15,515
+9,215
| +146% | +$1.07M | 0.25% | 97 |
|
|
2017
Q4 | $644K | Sell |
6,300
-2,800
| -31% | -$286K | 0.1% | 174 |
|
|
2017
Q3 | $850K | Buy |
9,100
+3,000
| +49% | +$280K | 0.12% | 166 |
|
|
2017
Q2 | $528K | Buy |
6,100
+1,800
| +42% | +$156K | 0.08% | 218 |
|
|
2017
Q1 | $355K | Buy |
+4,300
| New | +$355K | 0.05% | 272 |
|