LH
Lebenthal Holdings’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $837K | Sell |
10,542
-5,130
| -33% | -$407K | 0.1% | 217 |
|
|
2016
Q1 | $1.16M | Buy |
15,672
+4,890
| +45% | +$361K | 0.2% | 175 |
|
|
2015
Q4 | $845K | Buy |
+10,782
| New | +$845K | 0.2% | 159 |
|
|
2015
Q3 | – | Sell |
-2,881
| Closed | -$201K | – | 312 |
|
|
2015
Q2 | $201K | Buy |
+2,881
| New | +$201K | 0.04% | 299 |
|