Northwest Investment Counselors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $81.6K | Buy |
+298
| New | +$81.6K | 0.02% | 198 |
|
|
2024
Q2 | – | Sell |
-362
| Closed | -$109K | – | 214 |
|
|
2024
Q1 | $109K | Buy |
+362
| New | +$109K | 0.03% | 180 |
|
|
2023
Q4 | – | Sell |
-141
| Closed | -$28.6K | – | 213 |
|
|
2023
Q3 | $28.6K | Hold |
141
| – | – | 0.01% | 275 |
|
|
2023
Q2 | $29.8K | Buy |
141
+2
| +1% | +$423 | 0.01% | 285 |
|
|
2023
Q1 | $27.8K | Hold |
139
| – | – | 0.01% | 294 |
|
|
2022
Q4 | $18.4K | Hold |
139
| – | – | 0.01% | 341 |
|
|
2022
Q3 | $20K | Sell |
139
-46
| -25% | -$6.62K | 0.01% | 302 |
|
|
2022
Q2 | $31K | Hold |
185
| – | – | 0.01% | 259 |
|
|
2022
Q1 | $39K | Buy |
185
+46
| +33% | +$9.7K | 0.01% | 258 |
|
|
2021
Q4 | $35K | Buy |
+139
| New | +$35K | 0.01% | 261 |
|
|
2021
Q2 | – | Sell |
-139
| Closed | -$29K | – | 201 |
|
|
2021
Q1 | $29K | Buy |
+139
| New | +$29K | 0.01% | 268 |
|
|
2020
Q4 | – | Sell |
-139
| Closed | -$35K | – | 199 |
|
|
2020
Q3 | $35K | Buy |
+139
| New | +$35K | 0.01% | 229 |
|
|
2019
Q4 | – | Sell |
-139
| Closed | -$21K | – | 218 |
|
|
2019
Q3 | $21K | Buy |
+139
| New | +$21K | 0.01% | 285 |
|