Guardian Life Insurance’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,612
| Closed | -$425K | – | 110 |
|
|
2019
Q4 | $425K | Buy |
2,612
+46
| +2% | +$7.49K | 0.1% | 45 |
|
|
2019
Q3 | $381K | Buy |
2,566
+360
| +16% | +$53.5K | 0.06% | 57 |
|
|
2019
Q2 | $335K | Hold |
2,206
| – | – | 0.05% | 69 |
|
|
2019
Q1 | $349K | Buy |
2,206
+63
| +3% | +$9.97K | 0.04% | 64 |
|
|
2018
Q4 | $294K | Buy |
2,143
+16
| +0.8% | +$2.2K | 0.05% | 65 |
|
|
2018
Q3 | $338K | Buy |
2,127
+189
| +10% | +$30K | 0.06% | 64 |
|
|
2018
Q2 | $264K | Buy |
1,938
+359
| +23% | +$48.9K | 0.04% | 70 |
|
|
2018
Q1 | $184K | Sell |
1,579
-632
| -29% | -$73.6K | 0.03% | 82 |
|
|
2017
Q4 | $226K | Buy |
2,211
+660
| +43% | +$67.5K | 0.05% | 94 |
|
|
2017
Q3 | $145K | Buy |
1,551
+39
| +3% | +$3.65K | 0.02% | 102 |
|
|
2017
Q2 | $131K | Sell |
1,512
-1,017
| -40% | -$88.1K | 0.02% | 101 |
|
|
2017
Q1 | $209K | Buy |
2,529
+83
| +3% | +$6.86K | 0.03% | 110 |
|
|
2016
Q4 | $167K | Buy |
2,446
+65
| +3% | +$4.44K | 0.02% | 140 |
|
|
2016
Q3 | $170K | Buy |
2,381
+16
| +0.7% | +$1.14K | 0.02% | 158 |
|
|
2016
Q2 | $188K | Buy |
2,365
+56
| +2% | +$4.45K | 0.01% | 169 |
|
|
2016
Q1 | $170K | Sell |
2,309
-653
| -22% | -$48.1K | 0.01% | 173 |
|
|
2015
Q4 | $232K | Sell |
2,962
-665
| -18% | -$52.1K | 0.02% | 156 |
|
|
2015
Q3 | $252K | Buy |
3,627
+956
| +36% | +$66.4K | 0.03% | 167 |
|
|
2015
Q2 | $186K | Buy |
2,671
+25
| +0.9% | +$1.74K | 0.02% | 181 |
|
|
2015
Q1 | $177K | Sell |
2,646
-698
| -21% | -$46.7K | 0.02% | 190 |
|
|
2014
Q4 | $198K | Buy |
3,344
+70
| +2% | +$4.15K | 0.02% | 201 |
|
|
2014
Q3 | $188K | Buy |
3,274
+90
| +3% | +$5.17K | 0.02% | 203 |
|
|
2014
Q2 | $185K | Buy |
3,184
+61
| +2% | +$3.54K | 0.02% | 209 |
|
|
2014
Q1 | $178K | Buy |
3,123
+29
| +0.9% | +$1.65K | 0.02% | 214 |
|
|
2013
Q4 | $171K | Sell |
3,094
-3,464
| -53% | -$191K | 0.02% | 217 |
|
|
2013
Q3 | $340K | Buy |
6,558
+73
| +1% | +$3.79K | 0.03% | 214 |
|
|
2013
Q2 | $248K | Buy |
+6,485
| New | +$248K | 0.02% | 245 |
|