MWVC
Morgens Waterfall Vintiadis & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 36 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 29 |
|
|
2019
Q1 | – | Sell |
-5,000
| Closed | -$685K | – | 61 |
|
|
2018
Q4 | $685K | Buy |
+5,000
| New | +$685K | 0.61% | 40 |
|
|
2018
Q2 | – | Sell |
-44,050
| Closed | -$5.12M | – | 59 |
|
|
2018
Q1 | $5.12M | Buy |
44,050
+3,050
| +7% | +$355K | 3.9% | 7 |
|
|
2017
Q4 | $4.19M | Buy |
41,000
+7,000
| +21% | +$716K | 3.3% | 15 |
|
|
2017
Q3 | $3.18M | Buy |
+34,000
| New | +$3.18M | 2.67% | 21 |
|
|
2016
Q3 | – | Sell |
-16,000
| Closed | -$1.27M | – | 44 |
|
|
2016
Q2 | $1.27M | Sell |
16,000
-13,000
| -45% | -$1.03M | 1.18% | 28 |
|
|
2016
Q1 | $2.14M | Buy |
+29,000
| New | +$2.14M | 1.48% | 27 |
|