Kistler-Tiffany Companies’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.48M | Sell |
7,025
-654
| -9% | -$138K | 0.24% | 83 |
|
|
2023
Q1 | $1.53M | Buy |
7,679
+74
| +1% | +$14.8K | 0.29% | 65 |
|
|
2022
Q4 | $1.01M | Buy |
7,605
+485
| +7% | +$64.3K | 0.21% | 90 |
|
|
2022
Q3 | $1.02M | Sell |
7,120
-171
| -2% | -$24.6K | 0.23% | 78 |
|
|
2022
Q2 | $1.2M | Buy |
7,291
+552
| +8% | +$91.1K | 0.26% | 69 |
|
|
2022
Q1 | $1.43M | Buy |
6,739
+1,095
| +19% | +$233K | 0.27% | 62 |
|
|
2021
Q4 | $1.43M | Buy |
5,644
+745
| +15% | +$189K | 0.28% | 56 |
|
|
2021
Q3 | $1.33M | Sell |
4,899
-765
| -14% | -$208K | 0.3% | 57 |
|
|
2021
Q2 | $1.38M | Buy |
5,664
+80
| +1% | +$19.5K | 0.32% | 55 |
|
|
2021
Q1 | $1.18M | Buy |
5,584
+896
| +19% | +$190K | 0.31% | 60 |
|
|
2020
Q4 | $1.04M | Buy |
4,688
+553
| +13% | +$123K | 0.3% | 57 |
|
|
2020
Q3 | $1.04M | Sell |
4,135
-183
| -4% | -$46K | 0.33% | 51 |
|
|
2020
Q2 | $809K | Buy |
4,318
+569
| +15% | +$107K | 0.29% | 60 |
|
|
2020
Q1 | $610K | Hold |
3,749
| – | – | 0.22% | 69 |
|
|
2019
Q4 | $610K | Buy |
3,749
+547
| +17% | +$89K | 0.21% | 71 |
|
|
2019
Q3 | $475K | Buy |
3,202
+570
| +22% | +$84.6K | 0.18% | 76 |
|
|
2019
Q2 | $399K | Buy |
2,632
+449
| +21% | +$68.1K | 0.15% | 86 |
|
|
2019
Q1 | $346K | Buy |
2,183
+1,384
| +173% | +$219K | 0.14% | 94 |
|
|
2018
Q4 | $109K | Buy |
799
+673
| +534% | +$91.8K | 0.05% | 165 |
|
|
2018
Q3 | $20K | Hold |
126
| – | – | 0.01% | 350 |
|
|
2018
Q2 | $17K | Sell |
126
-43
| -25% | -$5.8K | 0.01% | 356 |
|
|
2018
Q1 | $20K | Buy |
169
+69
| +69% | +$8.17K | 0.01% | 371 |
|
|
2017
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 431 |
|
|
2017
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 421 |
|
|
2017
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 405 |
|
|
2017
Q1 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 411 |
|
|
2016
Q3 | – | Sell |
-35
| Closed | -$3K | – | 579 |
|
|
2016
Q2 | $3K | Sell |
35
-265
| -88% | -$22.7K | ﹤0.01% | 504 |
|
|
2016
Q1 | $22K | Hold |
300
| – | – | 0.01% | 347 |
|
|
2015
Q4 | $24K | Hold |
300
| – | – | 0.01% | 347 |
|
|
2015
Q3 | $21K | Hold |
300
| – | – | 0.01% | 353 |
|
|
2015
Q2 | $21K | Sell |
300
-200
| -40% | -$14K | 0.01% | 375 |
|
|
2015
Q1 | $33K | Buy |
+500
| New | +$33K | 0.02% | 289 |
|