Hilton Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-85
| Closed | -$13K | – | 153 |
|
2019
Q3 | $13K | Hold |
85
| – | – | ﹤0.01% | 259 |
|
2019
Q2 | $13K | Hold |
85
| – | – | ﹤0.01% | 293 |
|
2019
Q1 | $13K | Hold |
85
| – | – | ﹤0.01% | 295 |
|
2018
Q4 | $12K | Sell |
85
-40
| -32% | -$5.65K | ﹤0.01% | 257 |
|
2018
Q3 | $20K | Buy |
125
+45
| +56% | +$7.2K | ﹤0.01% | 239 |
|
2018
Q2 | $11K | Buy |
+80
| New | +$11K | ﹤0.01% | 296 |
|