MAFM
Mid Atlantic Financial Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.72M | Buy |
6,355
+1,434
| +29% | +$389K | 0.12% | 157 |
|
|
2021
Q2 | $1.2M | Buy |
4,921
+431
| +10% | +$105K | 0.08% | 205 |
|
|
2021
Q1 | $951K | Sell |
4,490
-1,195
| -21% | -$253K | 0.07% | 250 |
|
|
2020
Q4 | $1.27M | Buy |
5,685
+956
| +20% | +$213K | 0.1% | 183 |
|
|
2020
Q3 | $1.23M | Buy |
4,729
+1,319
| +39% | +$342K | 0.11% | 173 |
|
|
2020
Q2 | $639K | Buy |
3,410
+133
| +4% | +$24.9K | 0.06% | 273 |
|
|
2020
Q1 | $472K | Buy |
3,277
+875
| +36% | +$126K | 0.05% | 317 |
|
|
2019
Q4 | $391K | Buy |
2,402
+85
| +4% | +$13.8K | 0.04% | 458 |
|
|
2019
Q3 | $344K | Sell |
2,317
-1,305
| -36% | -$194K | 0.04% | 469 |
|
|
2019
Q2 | $550K | Buy |
3,622
+739
| +26% | +$112K | 0.06% | 344 |
|
|
2019
Q1 | $457K | Buy |
2,883
+1,210
| +72% | +$192K | 0.05% | 385 |
|
|
2018
Q4 | $229K | Buy |
+1,673
| New | +$229K | 0.03% | 547 |
|