Jackson Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $9.97M | Sell |
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|
2021
Q4 | $17.9M | Buy |
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|
2021
Q3 | $125K | Buy |
|
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|
2021
Q2 | $13.2M | Buy |
|
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|
2021
Q1 | $10.3M | Buy |
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|
2020
Q4 | $10M | Buy |
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|
2020
Q3 | $10.6M | Buy |
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|
2020
Q2 | $6.68M | Buy |
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|
2020
Q1 | $5.92M | Sell |
|
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|
2019
Q4 | $8.45M | Buy |
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|
2019
Q3 | $6.36M | Buy |
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|
2019
Q2 | $2.81M | Buy |
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|
2019
Q1 | $2.01M | Buy |
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|
2018
Q4 | $1.61M | Buy |
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