MTIP
Magee Thomson Investment Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $9.02M | Sell |
109,300
-11,600
| -10% | -$957K | 3.48% | 14 |
|
|
2016
Q4 | $8.28M | Sell |
120,900
-4,800
| -4% | -$329K | 2.87% | 19 |
|
|
2016
Q3 | $8.97M | Sell |
125,700
-81,500
| -39% | -$5.81M | 2.96% | 19 |
|
|
2016
Q2 | $16.5M | Sell |
207,200
-17,150
| -8% | -$1.36M | 5.75% | 2 |
|
|
2016
Q1 | $16.6M | Buy |
224,350
+49,300
| +28% | +$3.64M | 5.22% | 4 |
|
|
2015
Q4 | $13.7M | Buy |
175,050
+74,600
| +74% | +$5.85M | 3.78% | 10 |
|
|
2015
Q3 | $6.98M | Buy |
+100,450
| New | +$6.98M | 2.15% | 26 |
|