MYCIO Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,193
| Closed | -$357K | – | 90 |
|
|
2019
Q4 | $357K | Sell |
2,193
-314
| -13% | -$51.1K | 0.02% | 240 |
|
|
2019
Q3 | $372K | Sell |
2,507
-326
| -12% | -$48.4K | 0.03% | 213 |
|
|
2019
Q2 | $430K | Hold |
2,833
| – | – | 0.03% | 184 |
|
|
2019
Q1 | $449K | Hold |
2,833
| – | – | 0.04% | 170 |
|
|
2018
Q4 | $388K | Buy |
2,833
+70
| +3% | +$9.59K | 0.04% | 177 |
|
|
2018
Q3 | $439K | Sell |
2,763
-392
| -12% | -$62.3K | 0.04% | 169 |
|
|
2018
Q2 | $430K | Hold |
3,155
| – | – | 0.04% | 173 |
|
|
2018
Q1 | $367K | Buy |
3,155
+40
| +1% | +$4.65K | 0.04% | 161 |
|
|
2017
Q4 | $318K | Buy |
3,115
+282
| +10% | +$28.8K | 0.03% | 188 |
|
|
2017
Q3 | $265K | Sell |
2,833
-81
| -3% | -$7.58K | 0.03% | 206 |
|
|
2017
Q2 | $252K | Sell |
2,914
-1,321
| -31% | -$114K | 0.03% | 193 |
|
|
2017
Q1 | $349K | Buy |
+4,235
| New | +$349K | 0.04% | 163 |
|
|
2016
Q4 | – | Sell |
-2,635
| Closed | -$188K | – | 305 |
|
|
2016
Q3 | $188K | Buy |
2,635
+756
| +40% | +$53.9K | 0.03% | 185 |
|
|
2016
Q2 | $149K | Buy |
1,879
+44
| +2% | +$3.49K | 0.03% | 207 |
|
|
2016
Q1 | $135K | Hold |
1,835
| – | – | 0.02% | 191 |
|
|
2015
Q4 | $144K | Sell |
1,835
-8
| -0.4% | -$628 | 0.03% | 175 |
|
|
2015
Q3 | $128K | Buy |
1,843
+8
| +0.4% | +$556 | 0.03% | 176 |
|
|
2015
Q2 | $128K | Sell |
1,835
-350
| -16% | -$24.4K | 0.02% | 179 |
|
|
2015
Q1 | $146K | Hold |
2,185
| – | – | 0.03% | 171 |
|
|
2014
Q4 | $130K | Hold |
2,185
| – | – | 0.03% | 173 |
|
|
2014
Q3 | $126K | Hold |
2,185
| – | – | 0.03% | 170 |
|
|
2014
Q2 | $127K | Hold |
2,185
| – | – | 0.03% | 174 |
|
|
2014
Q1 | $125K | Buy |
+2,185
| New | +$125K | 0.03% | 170 |
|