Genovese Burford & Brothers Wealth & Retirement Plan Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $542K | Sell |
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|
2020
Q3 | $727K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $126K | Hold |
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|
2018
Q1 | $107K | Hold |
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|
2017
Q4 | $105K | Sell |
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|
2017
Q3 | $95K | Hold |
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|
2017
Q2 | $88K | Hold |
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|
2017
Q1 | $85K | Hold |
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|
2016
Q4 | $70K | Hold |
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|
2016
Q3 | $72K | Hold |
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|
2016
Q2 | $81K | Sell |
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|
2016
Q1 | $149K | Hold |
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|
2015
Q4 | $158K | Buy |
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