KA
Kaizen Advisory’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $279K | Buy |
2,040
+292
| +17% | +$39.9K | 0.19% | 143 |
|
|
2018
Q3 | $278K | Hold |
1,748
| – | – | 0.15% | 144 |
|
|
2018
Q2 | $238K | Buy |
1,748
+1,091
| +166% | +$149K | 0.12% | 150 |
|
|
2018
Q1 | $76K | Hold |
657
| – | – | 0.08% | 150 |
|
|
2017
Q4 | $67K | Buy |
+657
| New | +$67K | 0.04% | 166 |
|