Northwest Bank & Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.85M | Buy |
5,597
+3
| +0.1% | +$990 | 1.36% | 15 |
|
|
2024
Q3 | $1.53M | Buy |
5,594
+44
| +0.8% | +$12K | 1.16% | 15 |
|
|
2024
Q2 | $1.43M | Sell |
5,550
-268
| -5% | -$68.9K | 1.19% | 14 |
|
|
2024
Q1 | $1.56M | Sell |
5,818
-145
| -2% | -$39K | 1.44% | 14 |
|
|
2023
Q4 | $1.57M | Buy |
+5,963
| New | +$1.57M | 1.41% | 15 |
|
|
2023
Q2 | $1.35M | Buy |
+6,377
| New | +$1.35M | 1.3% | 18 |
|