Newport Wealth Strategies’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $215K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $229K | Hold |
|
|||||
|
2020
Q3 | $231K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $213K | Sell |
|
|||||
|
2019
Q4 | $1.04M | Buy |
|
|||||
|
2019
Q3 | $661K | Sell |
|
|||||
|
2019
Q2 | $778K | Sell |
|
|||||
|
2019
Q1 | $828K | Buy |
|
|||||
|
2018
Q4 | $442K | Buy |
|
|||||
|
2018
Q3 | $304K | Sell |
|
|||||
|
2018
Q2 | $320K | Buy |
|
|||||
|
2018
Q1 | $232K | Buy |
|
|||||
|
2017
Q4 | $225K | Buy |
|