Mosaic Family Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-146
| Closed | -$23K | – | 257 |
|
|
2019
Q1 | $23K | Buy |
146
+46
| +46% | +$7.25K | 0.01% | 418 |
|
|
2018
Q4 | $14K | Hold |
100
| – | – | 0.01% | 452 |
|
|
2018
Q3 | $13K | Hold |
100
| – | – | 0.01% | 477 |
|
|
2018
Q2 | $14K | Buy |
+100
| New | +$14K | 0.01% | 497 |
|
|
2017
Q3 | – | Sell |
-400
| Closed | -$35K | – | 913 |
|
|
2017
Q2 | $35K | Buy |
400
+237
| +145% | +$20.7K | 0.01% | 353 |
|
|
2017
Q1 | $13K | Buy |
+163
| New | +$13K | 0.01% | 480 |
|
|
2016
Q3 | – | Sell |
-16
| Closed | -$2K | – | 751 |
|
|
2016
Q2 | $2K | Sell |
16
-5
| -24% | -$625 | ﹤0.01% | 716 |
|
|
2016
Q1 | $1K | Buy |
21
+10
| +91% | +$476 | ﹤0.01% | 750 |
|
|
2015
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 766 |
|