Partnervest Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $887K | Buy |
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|
2020
Q1 | $653K | Buy |
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|
2019
Q4 | $595K | Sell |
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|
2019
Q3 | $567K | Buy |
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|
2019
Q2 | $533K | Sell |
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|
2019
Q1 | $566K | Sell |
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|
2018
Q4 | $495K | Buy |
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|
2018
Q3 | $401K | Buy |
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|
2018
Q2 | $321K | Sell |
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|
2018
Q1 | $281K | Sell |
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|
2017
Q4 | $280K | Sell |
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|
2017
Q3 | $265K | Buy |
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|
2017
Q2 | $241K | Buy |
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|
2017
Q1 | $218K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $23K | Hold |
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|
2014
Q1 | $23K | Hold |
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|
2013
Q4 | $22K | Hold |
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|
2013
Q3 | $21K | Hold |
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|
2013
Q2 | $15K | Buy |
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