PEA
Pacific Edge Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $210K | Sell |
776
-77
| -9% | -$20.8K | 0.1% | 39 |
|
|
2021
Q2 | $208K | Sell |
853
-596
| -41% | -$145K | 0.11% | 38 |
|
|
2021
Q1 | $307K | Hold |
1,449
| – | – | 0.15% | 33 |
|
|
2020
Q4 | $322K | Hold |
1,449
| – | – | 0.17% | 33 |
|
|
2020
Q3 | $364K | Hold |
1,449
| – | – | 0.21% | 29 |
|
|
2020
Q2 | $271K | Sell |
1,449
-387
| -21% | -$72.4K | 0.16% | 33 |
|
|
2020
Q1 | $264K | Buy |
1,836
+68
| +4% | +$9.78K | 0.19% | 30 |
|
|
2019
Q4 | $288K | Buy |
1,768
+269
| +18% | +$43.8K | 0.18% | 41 |
|
|
2019
Q3 | $223K | Hold |
1,499
| – | – | 0.15% | 41 |
|
|
2019
Q2 | $227K | Hold |
1,499
| – | – | 0.15% | 37 |
|
|
2019
Q1 | $237K | Sell |
1,499
-105
| -7% | -$16.6K | 0.14% | 39 |
|
|
2018
Q4 | $220K | Hold |
1,604
| – | – | 0.14% | 40 |
|
|
2018
Q3 | $255K | Hold |
1,604
| – | – | 0.14% | 37 |
|
|
2018
Q2 | $219K | Buy |
+1,604
| New | +$219K | 0.12% | 41 |
|