K2 Principal Fund’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,000
| Closed | -$1.26M | – | 211 |
|
|
2020
Q3 | $1.26M | Buy |
+5,000
| New | +$1.26M | 0.19% | 105 |
|
|
2020
Q2 | – | Sell |
-15,000
| Closed | -$2.16M | – | 146 |
|
|
2020
Q1 | $2.16M | Buy |
+15,000
| New | +$2.16M | 0.41% | 50 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 246 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 213 |
|