Highland Private Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $463K | Sell |
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|
2022
Q2 | $570K | Buy |
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|
2022
Q1 | $697K | Buy |
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|
2021
Q4 | $823K | Buy |
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|
2021
Q3 | $873K | Sell |
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|
2021
Q2 | $816K | Buy |
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|
2021
Q1 | $676K | Buy |
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|
2020
Q4 | $672K | Sell |
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|
2020
Q3 | $760K | Buy |
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|
2020
Q2 | $562K | Buy |
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|
2020
Q1 | $385K | Buy |
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|
2019
Q4 | $431K | Buy |
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|
2019
Q3 | $383K | Buy |
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|
2019
Q2 | $381K | Buy |
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|
2019
Q1 | $359K | Buy |
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|
2018
Q4 | $291K | Buy |
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|
2018
Q3 | $327K | Buy |
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|
2018
Q2 | $278K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $210K | Buy |
|