LCP
Legacy Capital Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.73M | Sell |
8,144
-55
| -0.7% | -$11.7K | 0.57% | 56 |
|
|
2021
Q4 | $2.08M | Buy |
8,199
+125
| +2% | +$31.8K | 0.67% | 45 |
|
|
2021
Q3 | $2.19M | Buy |
8,074
+1,561
| +24% | +$423K | 0.79% | 42 |
|
|
2021
Q2 | $1.59M | Buy |
6,513
+25
| +0.4% | +$6.11K | 0.57% | 54 |
|
|
2021
Q1 | $1.38M | Buy |
6,488
+20
| +0.3% | +$4.24K | 0.52% | 55 |
|
|
2020
Q4 | $1.44M | Sell |
6,468
-300
| -4% | -$66.7K | 0.56% | 55 |
|
|
2020
Q3 | $1.7M | Sell |
6,768
-150
| -2% | -$37.7K | 0.69% | 44 |
|
|
2020
Q2 | $1.3M | Sell |
6,918
-165
| -2% | -$30.9K | 0.56% | 53 |
|
|
2020
Q1 | $1.02M | Hold |
7,083
| – | – | 0.51% | 57 |
|
|
2019
Q4 | $1.15M | Buy |
7,083
+35
| +0.5% | +$5.69K | 0.46% | 63 |
|
|
2019
Q3 | $1.05M | Sell |
7,048
-3,840
| -35% | -$570K | 0.46% | 63 |
|
|
2019
Q2 | $1.65M | Sell |
10,888
-930
| -8% | -$141K | 0.73% | 48 |
|
|
2019
Q1 | $1.87M | Buy |
11,818
+1,745
| +17% | +$276K | 0.87% | 42 |
|
|
2018
Q4 | $1.38M | Sell |
10,073
-350
| -3% | -$48K | 0.73% | 49 |
|
|
2018
Q3 | $1.66M | Buy |
10,423
+500
| +5% | +$79.5K | 0.76% | 48 |
|
|
2018
Q2 | $1.35M | Buy |
9,923
+7,300
| +278% | +$995K | 0.66% | 54 |
|
|
2018
Q1 | $305K | Buy |
2,623
+325
| +14% | +$37.8K | 0.15% | 102 |
|
|
2017
Q4 | $235K | Sell |
2,298
-500
| -18% | -$51.1K | 0.12% | 107 |
|
|
2017
Q3 | $261K | Hold |
2,798
| – | – | 0.14% | 106 |
|
|
2017
Q2 | $242K | Buy |
+2,798
| New | +$242K | 0.13% | 105 |
|