LifePlan Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $7K | Hold |
26
| – | – | ﹤0.01% | 437 |
|
|
2020
Q2 | $5K | Hold |
26
| – | – | ﹤0.01% | 471 |
|
|
2020
Q1 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 466 |
|
|
2019
Q3 | – | Sell |
-23
| Closed | -$3K | – | 549 |
|
|
2019
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 486 |
|
|
2019
Q1 | $4K | Hold |
23
| – | – | ﹤0.01% | 470 |
|
|
2018
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 473 |
|
|
2018
Q3 | $4K | Hold |
23
| – | – | ﹤0.01% | 454 |
|
|
2018
Q2 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 461 |
|