Genovese Burford & Brothers Wealth & Retirement Plan Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $542K | Sell |
2,435
-456
| -16% | -$102K | 0.14% | 52 |
|
|
2020
Q3 | $727K | Buy |
+2,891
| New | +$727K | 0.21% | 42 |
|
|
2018
Q3 | – | Sell |
-921
| Closed | -$126K | – | 144 |
|
|
2018
Q2 | $126K | Hold |
921
| – | – | 0.05% | 107 |
|
|
2018
Q1 | $107K | Hold |
921
| – | – | 0.04% | 120 |
|
|
2017
Q4 | $105K | Sell |
921
-100
| -10% | -$11.4K | 0.27% | 69 |
|
|
2017
Q3 | $95K | Hold |
1,021
| – | – | 0.04% | 98 |
|
|
2017
Q2 | $88K | Hold |
1,021
| – | – | 0.03% | 105 |
|
|
2017
Q1 | $85K | Hold |
1,021
| – | – | 0.03% | 110 |
|
|
2016
Q4 | $70K | Hold |
1,021
| – | – | 0.02% | 139 |
|
|
2016
Q3 | $72K | Hold |
1,021
| – | – | 0.03% | 126 |
|
|
2016
Q2 | $81K | Sell |
1,021
-1,000
| -49% | -$79.3K | 0.03% | 108 |
|
|
2016
Q1 | $149K | Hold |
2,021
| – | – | 0.07% | 63 |
|
|
2015
Q4 | $158K | Buy |
+2,021
| New | +$158K | 0.08% | 60 |
|