Lenox Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $23K | Sell |
119
-236
| -66% | -$45.6K | ﹤0.01% | 356 |
|
|
2021
Q4 | $90K | Sell |
355
-80
| -18% | -$20.3K | 0.01% | 177 |
|
|
2021
Q3 | $118K | Buy |
435
+280
| +181% | +$76K | 0.02% | 147 |
|
|
2021
Q2 | $38K | Sell |
155
-36
| -19% | -$8.83K | ﹤0.01% | 270 |
|
|
2021
Q1 | $40K | Sell |
191
-61
| -24% | -$12.8K | 0.01% | 216 |
|
|
2020
Q4 | $56K | Hold |
252
| – | – | 0.01% | 176 |
|
|
2020
Q3 | $63K | Buy |
252
+31
| +14% | +$7.75K | 0.01% | 140 |
|
|
2020
Q2 | $41K | Sell |
221
-116
| -34% | -$21.5K | 0.01% | 180 |
|
|
2020
Q1 | $49K | Buy |
337
+67
| +25% | +$9.74K | 0.01% | 138 |
|
|
2019
Q4 | $44K | Buy |
270
+137
| +103% | +$22.3K | 0.01% | 192 |
|
|
2019
Q3 | $20K | Hold |
133
| – | – | ﹤0.01% | 300 |
|
|
2019
Q2 | $20K | Buy |
133
+111
| +505% | +$16.7K | ﹤0.01% | 224 |
|
|
2019
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 443 |
|
|
2018
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 314 |
|
|
2018
Q3 | $3K | Sell |
22
-98
| -82% | -$13.4K | ﹤0.01% | 332 |
|
|
2018
Q2 | $16K | Buy |
120
+98
| +445% | +$13.1K | ﹤0.01% | 286 |
|
|
2018
Q1 | $3K | Sell |
22
-523
| -96% | -$71.3K | ﹤0.01% | 443 |
|
|
2017
Q4 | $56K | Buy |
+545
| New | +$56K | 0.02% | 96 |
|
|
2016
Q1 | – | Sell |
-157
| Closed | -$12K | – | 284 |
|
|
2015
Q4 | $12K | Buy |
+157
| New | +$12K | ﹤0.01% | 170 |
|
|
2014
Q1 | – | Sell |
-120
| Closed | -$7K | – | 218 |
|
|
2013
Q4 | $7K | Hold |
120
| – | – | ﹤0.01% | 198 |
|
|
2013
Q3 | $6K | Buy |
+120
| New | +$6K | 0.01% | 139 |
|