Kore Private Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $256K | Buy |
1,777
+322
| +22% | +$46.4K | 0.05% | 209 |
|
|
2022
Q2 | $240K | Buy |
1,455
+19
| +1% | +$3.13K | 0.04% | 247 |
|
|
2022
Q1 | $305K | Buy |
1,436
+628
| +78% | +$133K | 0.04% | 239 |
|
|
2021
Q4 | $205K | Sell |
808
-2,363
| -75% | -$600K | 0.03% | 285 |
|
|
2021
Q3 | $860K | Buy |
3,171
+740
| +30% | +$201K | 0.09% | 169 |
|
|
2021
Q2 | $594K | Buy |
2,431
+200
| +9% | +$48.9K | 0.07% | 197 |
|
|
2021
Q1 | $473K | Buy |
2,231
+147
| +7% | +$31.2K | 0.06% | 199 |
|
|
2020
Q4 | $464K | Buy |
2,084
+1,010
| +94% | +$225K | 0.07% | 177 |
|
|
2020
Q3 | $270K | Buy |
1,074
+108
| +11% | +$27.2K | 0.05% | 208 |
|
|
2020
Q2 | $180K | Sell |
966
-356
| -27% | -$66.3K | 0.04% | 251 |
|
|
2020
Q1 | $190K | Sell |
1,322
-332
| -20% | -$47.7K | 0.05% | 213 |
|
|
2019
Q4 | $269K | Buy |
+1,654
| New | +$269K | 0.05% | 209 |
|
|
2019
Q2 | – | Sell |
-840
| Closed | -$133K | – | 348 |
|
|
2019
Q1 | $133K | Sell |
840
-2,493
| -75% | -$395K | 0.03% | 252 |
|
|
2018
Q4 | $457K | Buy |
+3,333
| New | +$457K | 0.13% | 129 |
|