Kanaly Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $54K | Sell |
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|
2016
Q3 | $63K | Sell |
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|
2016
Q2 | $76K | Buy |
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|
2016
Q1 | $69K | Sell |
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|
2015
Q4 | $79K | Sell |
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|
2015
Q3 | $71K | Buy |
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|
2015
Q2 | $67K | Buy |
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|
2015
Q1 | $32K | Buy |
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|
2014
Q4 | $23K | Buy |
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|
2014
Q3 | $21K | Hold |
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|
2014
Q2 | $21K | Buy |
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|
2014
Q1 | $20K | Buy |
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