Gupta Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $71K | Sell |
965
-55
| -5% | -$4.05K | 0.02% | 386 |
|
|
2015
Q4 | $80K | Hold |
1,020
| – | – | 0.02% | 356 |
|
|
2015
Q3 | $71K | Hold |
1,020
| – | – | 0.02% | 396 |
|
|
2015
Q2 | $71K | Buy |
1,020
+300
| +42% | +$20.9K | 0.02% | 397 |
|
|
2015
Q1 | $48K | Buy |
+720
| New | +$48K | 0.01% | 410 |
|