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JOYN Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,121
| Closed | -$154K | – | 388 |
|
|
2018
Q4 | $154K | Buy |
1,121
+393
| +54% | +$54K | 0.03% | 141 |
|
|
2018
Q3 | $116K | Buy |
728
+143
| +24% | +$22.8K | 0.02% | 197 |
|
|
2018
Q2 | $80K | Buy |
585
+319
| +120% | +$43.6K | 0.02% | 271 |
|
|
2018
Q1 | $31K | Buy |
+266
| New | +$31K | 0.01% | 583 |
|