Kanaly Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $54K | Sell |
791
-91
| -10% | -$6.21K | 0.01% | 280 |
|
|
2016
Q3 | $63K | Sell |
882
-74
| -8% | -$5.29K | 0.01% | 256 |
|
|
2016
Q2 | $76K | Buy |
956
+16
| +2% | +$1.27K | 0.02% | 242 |
|
|
2016
Q1 | $69K | Sell |
940
-62
| -6% | -$4.55K | 0.01% | 245 |
|
|
2015
Q4 | $79K | Sell |
1,002
-21
| -2% | -$1.66K | 0.02% | 232 |
|
|
2015
Q3 | $71K | Buy |
1,023
+62
| +6% | +$4.3K | 0.02% | 245 |
|
|
2015
Q2 | $67K | Buy |
961
+486
| +102% | +$33.9K | 0.01% | 270 |
|
|
2015
Q1 | $32K | Buy |
475
+92
| +24% | +$6.2K | 0.01% | 332 |
|
|
2014
Q4 | $23K | Buy |
383
+14
| +4% | +$841 | ﹤0.01% | 366 |
|
|
2014
Q3 | $21K | Hold |
369
| – | – | ﹤0.01% | 383 |
|
|
2014
Q2 | $21K | Buy |
369
+12
| +3% | +$683 | ﹤0.01% | 397 |
|
|
2014
Q1 | $20K | Buy |
+357
| New | +$20K | ﹤0.01% | 394 |
|