GW & Wade’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.39M | Sell |
5,272
-459
| -8% | -$121K | 0.05% | 196 |
|
|
2023
Q3 | $1.16M | Buy |
5,731
+1,099
| +24% | +$223K | 0.04% | 200 |
|
|
2023
Q2 | $979K | Sell |
4,632
-36
| -0.8% | -$7.61K | 0.04% | 215 |
|
|
2023
Q1 | $933K | Sell |
4,668
-256
| -5% | -$51.2K | 0.04% | 212 |
|
|
2022
Q4 | $653K | Sell |
4,924
-2,117
| -30% | -$281K | 0.03% | 231 |
|
|
2022
Q3 | $1.01M | Buy |
7,041
+302
| +4% | +$43.4K | 0.05% | 178 |
|
|
2022
Q2 | $1.11M | Sell |
6,739
-916
| -12% | -$151K | 0.05% | 184 |
|
|
2022
Q1 | $1.63M | Buy |
7,655
+136
| +2% | +$28.9K | 0.07% | 154 |
|
|
2021
Q4 | $1.91M | Buy |
7,519
+183
| +2% | +$46.5K | 0.08% | 138 |
|
|
2021
Q3 | $1.99M | Buy |
7,336
+317
| +5% | +$86K | 0.09% | 136 |
|
|
2021
Q2 | $1.72M | Buy |
7,019
+144
| +2% | +$35.2K | 0.08% | 145 |
|
|
2021
Q1 | $1.46M | Buy |
6,875
+4,063
| +144% | +$861K | 0.08% | 137 |
|
|
2020
Q4 | $626K | Buy |
2,812
+1,655
| +143% | +$368K | 0.04% | 173 |
|
|
2020
Q3 | $291K | Buy |
1,157
+72
| +7% | +$18.1K | 0.02% | 196 |
|
|
2020
Q2 | $203K | Buy |
+1,085
| New | +$203K | 0.02% | 232 |
|
|
2017
Q2 | – | Sell |
-4,640
| Closed | -$383K | – | 236 |
|
|
2017
Q1 | $383K | Hold |
4,640
| – | – | 0.05% | 164 |
|
|
2016
Q4 | $318K | Sell |
4,640
-77
| -2% | -$5.28K | 0.05% | 168 |
|
|
2016
Q3 | $336K | Sell |
4,717
-670
| -12% | -$47.7K | 0.06% | 160 |
|
|
2016
Q2 | $428K | Buy |
5,387
+300
| +6% | +$23.8K | 0.07% | 148 |
|
|
2016
Q1 | $376K | Buy |
+5,087
| New | +$376K | 0.07% | 140 |
|