Mid Atlantic Financial Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.72M | Buy |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $951K | Sell |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | $1.23M | Buy |
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|
2020
Q2 | $639K | Buy |
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|
2020
Q1 | $472K | Buy |
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|
2019
Q4 | $391K | Buy |
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|
2019
Q3 | $344K | Sell |
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|
2019
Q2 | $550K | Buy |
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|
2019
Q1 | $457K | Buy |
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|
2018
Q4 | $229K | Buy |
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