LBA Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-240
| Closed | -$17K | – | 455 |
|
|
2016
Q3 | $17K | Sell |
240
-100
| -29% | -$7.08K | 0.01% | 276 |
|
|
2016
Q2 | $27K | Hold |
340
| – | – | 0.02% | 238 |
|
|
2016
Q1 | $25K | Sell |
340
-940
| -73% | -$69.1K | 0.01% | 235 |
|
|
2015
Q4 | $100K | Buy |
1,280
+600
| +88% | +$46.9K | 0.06% | 160 |
|
|
2015
Q3 | $47K | Buy |
+680
| New | +$47K | 0.03% | 178 |
|