OLA
Oliver Luxxe Assets’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,088
| Closed | -$834K | – | 115 |
|
|
2018
Q4 | $834K | Buy |
6,088
+320
| +6% | +$43.8K | 0.56% | 58 |
|
|
2018
Q3 | $894K | Sell |
5,768
-5,170
| -47% | -$801K | 0.51% | 61 |
|
|
2018
Q2 | $1.27M | Hold |
10,938
| – | – | 0.81% | 41 |
|
|
2018
Q1 | $1.27M | Sell |
10,938
-410
| -4% | -$47.7K | 0.79% | 42 |
|
|
2017
Q4 | $1.16M | Buy |
11,348
+1,554
| +16% | +$159K | 0.7% | 43 |
|
|
2017
Q3 | $915K | Buy |
9,794
+107
| +1% | +$10K | 0.58% | 48 |
|
|
2017
Q2 | $839K | Buy |
9,687
+361
| +4% | +$31.3K | 0.55% | 51 |
|
|
2017
Q1 | $769K | Buy |
9,326
+737
| +9% | +$60.8K | 0.51% | 55 |
|
|
2016
Q4 | $588K | Buy |
+8,589
| New | +$588K | 0.41% | 63 |
|