Lenox Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $255K | Buy |
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|
2020
Q1 | $192K | Buy |
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|
2019
Q4 | $210K | Sell |
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|
2019
Q3 | $244K | Buy |
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|
2019
Q2 | $164K | Sell |
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|
2019
Q1 | $173K | Sell |
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|
2018
Q4 | $151K | Buy |
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|
2018
Q3 | $108K | Buy |
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|
2018
Q2 | $66K | Sell |
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|
2018
Q1 | $58K | Buy |
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|
2017
Q4 | $51K | Sell |
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|
2017
Q3 | $52K | Buy |
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|
2017
Q2 | $45K | Buy |
|