Isthmus Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-178
| Closed | -$15K | – | 310 |
|
|
2017
Q2 | $15K | Hold |
178
| – | – | ﹤0.01% | 232 |
|
|
2017
Q1 | $15K | Hold |
178
| – | – | ﹤0.01% | 237 |
|
|
2016
Q4 | $12K | Hold |
178
| – | – | ﹤0.01% | 248 |
|
|
2016
Q3 | $13K | Hold |
178
| – | – | ﹤0.01% | 233 |
|
|
2016
Q2 | $14K | Hold |
178
| – | – | ﹤0.01% | 216 |
|
|
2016
Q1 | $13K | Hold |
178
| – | – | ﹤0.01% | 220 |
|
|
2015
Q4 | $14K | Hold |
178
| – | – | ﹤0.01% | 228 |
|
|
2015
Q3 | $12K | Hold |
178
| – | – | ﹤0.01% | 238 |
|
|
2015
Q2 | $12K | Buy |
+178
| New | +$12K | ﹤0.01% | 241 |
|