Integrated Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-820
| Closed | -$58K | – | 378 |
|
|
2016
Q3 | $58K | Hold |
820
| – | – | 0.02% | 385 |
|
|
2016
Q2 | $65K | Sell |
820
-172
| -17% | -$13.6K | 0.03% | 360 |
|
|
2016
Q1 | $73K | Sell |
992
-88
| -8% | -$6.48K | 0.03% | 329 |
|
|
2015
Q4 | $85K | Hold |
1,080
| – | – | 0.04% | 301 |
|
|
2015
Q3 | $75K | Buy |
1,080
+572
| +113% | +$39.7K | 0.03% | 311 |
|
|
2015
Q2 | $35K | Sell |
508
-104
| -17% | -$7.17K | 0.01% | 459 |
|
|
2015
Q1 | $40K | Buy |
+612
| New | +$40K | 0.02% | 422 |
|