HF
Hoxton Financial’s Salesforce CRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $22K | Hold |
300
| – | – | 0.01% | 201 |
|
2015
Q4 | $24K | Hold |
300
| – | – | 0.01% | 185 |
|
2015
Q3 | $21K | Buy |
+300
| New | +$21K | 0.01% | 180 |
|
2014
Q1 | – | Sell |
-1,490
| Closed | -$82K | – | 384 |
|
2013
Q4 | $82K | Buy |
+1,490
| New | +$82K | 0.04% | 174 |
|
2013
Q3 | – | Sell |
-1,047
| Closed | -$40K | – | 468 |
|
2013
Q2 | $40K | Buy |
+1,047
| New | +$40K | 0.02% | 217 |
|