Frontier Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.37M | Sell |
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|
2022
Q1 | $3.68M | Sell |
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|
2021
Q4 | $4.94M | Buy |
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|
2021
Q3 | $5.16M | Buy |
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|
2021
Q2 | $3.86M | Sell |
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|
2021
Q1 | $3.36M | Buy |
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|
2020
Q4 | $3.3M | Buy |
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|
2020
Q3 | $3.63M | Buy |
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|
2020
Q2 | $2.7M | Sell |
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|
2020
Q1 | $2.12M | Buy |
|
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|
2019
Q4 | $613K | Sell |
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|
2019
Q3 | $2M | Sell |
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|
2019
Q2 | $2.05M | Buy |
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|
2019
Q1 | $2.1M | Buy |
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|
2018
Q4 | $1.78M | Buy |
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|
2018
Q3 | $2.02M | Sell |
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|
2018
Q2 | $2.37M | Buy |
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|
2018
Q1 | $1.8M | Buy |
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|
2017
Q4 | $644K | Sell |
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|
2017
Q3 | $850K | Buy |
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|
2017
Q2 | $528K | Buy |
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|
2017
Q1 | $355K | Buy |
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