NAM
NTV Asset Management’s Salesforce CRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-4,100
| Closed | -$321K | – | 160 |
|
2015
Q4 | $321K | Hold |
4,100
| – | – | 0.13% | 138 |
|
2015
Q3 | $284K | Hold |
4,100
| – | – | 0.09% | 167 |
|
2015
Q2 | $285K | Sell |
4,100
-400
| -9% | -$27.8K | 0.08% | 179 |
|
2015
Q1 | $300K | Buy |
+4,500
| New | +$300K | 0.09% | 172 |
|