KC
Kingfisher Capital’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,598
| Closed | -$950K | – | 142 |
|
|
2020
Q1 | $950K | Buy |
6,598
+3,315
| +101% | +$477K | 0.49% | 85 |
|
|
2019
Q4 | $534K | Buy |
+3,283
| New | +$534K | 0.25% | 109 |
|
|
2016
Q4 | – | Sell |
-24,373
| Closed | -$1.74M | – | 123 |
|
|
2016
Q3 | $1.74M | Sell |
24,373
-965
| -4% | -$68.9K | 1.21% | 23 |
|
|
2016
Q2 | $2.01M | Sell |
25,338
-847
| -3% | -$67.3K | 1.33% | 18 |
|
|
2016
Q1 | $1.93M | Buy |
26,185
+6,232
| +31% | +$460K | 1.21% | 22 |
|
|
2015
Q4 | $1.56M | Buy |
19,953
+1,125
| +6% | +$88.2K | 0.92% | 39 |
|
|
2015
Q3 | $1.31M | Buy |
+18,828
| New | +$1.31M | 0.83% | 50 |
|