Mariner Independent Advisor Network’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.09M | Buy |
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|
2022
Q2 | $3.87M | Sell |
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|
2022
Q1 | $5.36M | Buy |
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|
2021
Q4 | $5.26M | Sell |
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|
2021
Q3 | $6.09M | Sell |
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|
2021
Q2 | $5.52M | Buy |
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|
2021
Q1 | $4.01M | Buy |
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|
2020
Q4 | $3.29M | Buy |
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|
2020
Q3 | $3.18M | Sell |
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|
2020
Q2 | $2.51M | Sell |
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|
2020
Q1 | $1.92M | Buy |
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|
2019
Q4 | $2.13M | Sell |
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|
2019
Q3 | $1.95M | Sell |
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|
2019
Q2 | $2.17M | Sell |
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|
2019
Q1 | $2.3M | Buy |
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|
2018
Q4 | $2.08M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.93M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.05M | Buy |
|