Lenox Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $255K | Buy |
1,365
+27
| +2% | +$5.04K | 0.08% | 127 |
|
|
2020
Q1 | $192K | Buy |
1,338
+49
| +4% | +$7.03K | 0.07% | 143 |
|
|
2019
Q4 | $210K | Sell |
1,289
-358
| -22% | -$58.3K | 0.06% | 149 |
|
|
2019
Q3 | $244K | Buy |
1,647
+561
| +52% | +$83.1K | 0.07% | 131 |
|
|
2019
Q2 | $164K | Sell |
1,086
-5
| -0.5% | -$755 | 0.05% | 145 |
|
|
2019
Q1 | $173K | Sell |
1,091
-12
| -1% | -$1.9K | 0.05% | 133 |
|
|
2018
Q4 | $151K | Buy |
1,103
+425
| +63% | +$58.2K | 0.05% | 131 |
|
|
2018
Q3 | $108K | Buy |
678
+195
| +40% | +$31.1K | 0.03% | 187 |
|
|
2018
Q2 | $66K | Sell |
483
-16
| -3% | -$2.19K | 0.02% | 201 |
|
|
2018
Q1 | $58K | Buy |
499
+5
| +1% | +$581 | 0.02% | 197 |
|
|
2017
Q4 | $51K | Sell |
494
-66
| -12% | -$6.81K | 0.02% | 204 |
|
|
2017
Q3 | $52K | Buy |
560
+40
| +8% | +$3.71K | 0.02% | 215 |
|
|
2017
Q2 | $45K | Buy |
+520
| New | +$45K | 0.02% | 212 |
|