National Planning Corporation’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,896
| Closed | -$364K | – | 138 |
|
|
2017
Q3 | $364K | Buy |
3,896
+797
| +26% | +$74.5K | 0.03% | 456 |
|
|
2017
Q2 | $267K | Buy |
+3,099
| New | +$267K | 0.02% | 591 |
|
|
2015
Q1 | – | Sell |
-1,461
| Closed | -$83.2K | – | 912 |
|
|
2014
Q4 | $83.2K | Sell |
1,461
-8,291
| -85% | -$472K | 0.01% | 1004 |
|
|
2014
Q3 | $570K | Sell |
9,752
-22
| -0.2% | -$1.29K | 0.04% | 369 |
|
|
2014
Q2 | $568K | Buy |
+9,774
| New | +$568K | 0.04% | 361 |
|