GW & Wade’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.39M | Sell |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $979K | Sell |
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|
2023
Q1 | $933K | Sell |
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|
2022
Q4 | $653K | Sell |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $1.63M | Buy |
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|
2021
Q4 | $1.91M | Buy |
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|
2021
Q3 | $1.99M | Buy |
|
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|
2021
Q2 | $1.72M | Buy |
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|
2021
Q1 | $1.46M | Buy |
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|
2020
Q4 | $626K | Buy |
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|
2020
Q3 | $291K | Buy |
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|
2020
Q2 | $203K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $383K | Hold |
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|
2016
Q4 | $318K | Sell |
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|
2016
Q3 | $336K | Sell |
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|
2016
Q2 | $428K | Buy |
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|
2016
Q1 | $376K | Buy |
|