Ironwood Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-389
| Closed | -$106K | – | 198 |
|
|
2021
Q3 | $106K | Hold |
389
| – | – | 0.03% | 137 |
|
|
2021
Q2 | $95K | Hold |
389
| – | – | 0.03% | 141 |
|
|
2021
Q1 | $82K | Hold |
389
| – | – | 0.03% | 140 |
|
|
2020
Q4 | $87K | Hold |
389
| – | – | 0.03% | 132 |
|
|
2020
Q3 | $98K | Hold |
389
| – | – | 0.05% | 84 |
|
|
2020
Q2 | $73K | Sell |
389
-244
| -39% | -$45.8K | 0.04% | 87 |
|
|
2020
Q1 | $91K | Sell |
633
-1,133
| -64% | -$163K | 0.06% | 60 |
|
|
2019
Q4 | $287K | Hold |
1,766
| – | – | 0.13% | 43 |
|
|
2019
Q3 | $262K | Buy |
+1,766
| New | +$262K | 0.13% | 44 |
|
|
2015
Q1 | – | Sell |
-5
| Closed | – | – | 351 |
|
|
2014
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 331 |
|