OMCS
Old Mutual Customised Solutions’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $4.61M | Buy |
33,794
+900
| +3% | +$123K | 0.46% | 48 |
|
|
2018
Q1 | $3.83M | Hold |
32,894
| – | – | 0.39% | 57 |
|
|
2017
Q4 | $3.36M | Buy |
32,894
+13,900
| +73% | +$1.42M | 0.34% | 74 |
|
|
2017
Q3 | $1.77M | Hold |
18,994
| – | – | 0.24% | 102 |
|
|
2017
Q2 | $1.65M | Buy |
18,994
+800
| +4% | +$69.3K | 0.24% | 104 |
|
|
2017
Q1 | $1.5M | Buy |
18,194
+1,694
| +10% | +$140K | 0.23% | 107 |
|
|
2016
Q4 | $1.13M | Buy |
16,500
+7,000
| +74% | +$479K | 0.21% | 118 |
|
|
2016
Q3 | $678K | Hold |
9,500
| – | – | 0.19% | 123 |
|
|
2016
Q2 | $754K | Hold |
9,500
| – | – | 0.19% | 124 |
|
|
2016
Q1 | $701K | Hold |
9,500
| – | – | 0.18% | 132 |
|
|
2015
Q4 | $745K | Hold |
9,500
| – | – | 0.19% | 122 |
|
|
2015
Q3 | $660K | Buy |
9,500
+1,300
| +16% | +$90.3K | 0.18% | 138 |
|
|
2015
Q2 | $571K | Buy |
8,200
+800
| +11% | +$55.7K | 0.14% | 178 |
|
|
2015
Q1 | $494K | Buy |
7,400
+5,800
| +363% | +$387K | 0.12% | 198 |
|
|
2014
Q4 | $95K | Buy |
1,600
+1,200
| +300% | +$71.3K | 0.03% | 599 |
|
|
2014
Q3 | $23K | Sell |
400
-1,600
| -80% | -$92K | 0.01% | 655 |
|
|
2014
Q2 | $116K | Sell |
2,000
-700
| -26% | -$40.6K | 0.03% | 574 |
|
|
2014
Q1 | $154K | Hold |
2,700
| – | – | 0.04% | 492 |
|
|
2013
Q4 | $149K | Hold |
2,700
| – | – | 0.04% | 479 |
|
|
2013
Q3 | $140K | Hold |
2,700
| – | – | 0.04% | 482 |
|
|
2013
Q2 | $103K | Buy |
+2,700
| New | +$103K | 0.03% | 602 |
|