MCIA
Mountain Capital Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,305
| Closed | -$1.74M | – | 79 |
|
|
2022
Q3 | $1.74M | Sell |
11,305
-1,074
| -9% | -$165K | 0.91% | 27 |
|
|
2022
Q2 | $2.19M | Buy |
12,379
+1,698
| +16% | +$300K | 1.09% | 18 |
|
|
2022
Q1 | $2.09M | Buy |
10,681
+52
| +0.5% | +$10.2K | 0.99% | 22 |
|
|
2021
Q4 | $2.5M | Buy |
10,629
+2,528
| +31% | +$594K | 1.13% | 16 |
|
|
2021
Q3 | $2.21M | Sell |
8,101
-436
| -5% | -$119K | 1.17% | 20 |
|
|
2021
Q2 | $2.1M | Sell |
8,537
-374
| -4% | -$91.9K | 0.97% | 21 |
|
|
2021
Q1 | $2.07M | Buy |
8,911
+2,301
| +35% | +$534K | 1.04% | 22 |
|
|
2020
Q4 | $1.44M | Sell |
6,610
-1,586
| -19% | -$346K | 0.87% | 29 |
|
|
2020
Q3 | $2.19M | Buy |
+8,196
| New | +$2.19M | 1.41% | 20 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$9K | – | 112 |
|
|
2017
Q3 | $9K | Hold |
100
| – | – | 0.01% | 282 |
|
|
2017
Q2 | $9K | Buy |
+100
| New | +$9K | 0.01% | 307 |
|