Independent Portfolio Consultants’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $61K | Buy |
705
+120
| +21% | +$10.4K | 0.03% | 492 |
|
|
2017
Q1 | $48K | Buy |
585
+579
| +9,650% | +$47.5K | 0.02% | 560 |
|
|
2016
Q4 | $0 | Sell |
6
-294
| -98% | – | ﹤0.01% | 823 |
|
|
2016
Q3 | $21K | Hold |
300
| – | – | 0.01% | 627 |
|
|
2016
Q2 | $24K | Hold |
300
| – | – | 0.01% | 625 |
|
|
2016
Q1 | $22K | Sell |
300
-105
| -26% | -$7.7K | 0.01% | 656 |
|
|
2015
Q4 | $32K | Buy |
405
+150
| +59% | +$11.9K | 0.01% | 634 |
|
|
2015
Q3 | $18K | Hold |
255
| – | – | ﹤0.01% | 674 |
|
|
2015
Q2 | $18K | Buy |
255
+142
| +126% | +$10K | ﹤0.01% | 716 |
|
|
2015
Q1 | $8K | Buy |
+113
| New | +$8K | ﹤0.01% | 736 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 829 |
|
|
2014
Q3 | – | Sell |
-1,953
| Closed | -$113K | – | 847 |
|
|
2014
Q2 | $113K | Buy |
+1,953
| New | +$113K | 0.03% | 511 |
|