KKAMG
Kernodle & Katon Asset Management Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-135
| Closed | -$10K | – | 291 |
|
|
2016
Q3 | $10K | Hold |
135
| – | – | 0.01% | 251 |
|
|
2016
Q2 | $11K | Hold |
135
| – | – | 0.01% | 210 |
|
|
2016
Q1 | $10K | Sell |
135
-625
| -82% | -$46.3K | 0.01% | 210 |
|
|
2015
Q4 | $60K | Buy |
+760
| New | +$60K | 0.06% | 105 |
|