PAS
Partnervest Advisory Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.24M | Buy |
4,938
+203
| +4% | +$51K | 0.39% | 51 |
|
|
2020
Q2 | $887K | Buy |
4,735
+202
| +4% | +$37.8K | 0.33% | 62 |
|
|
2020
Q1 | $653K | Buy |
4,533
+874
| +24% | +$126K | 0.29% | 66 |
|
|
2019
Q4 | $595K | Sell |
3,659
-161
| -4% | -$26.2K | 0.22% | 79 |
|
|
2019
Q3 | $567K | Buy |
3,820
+305
| +9% | +$45.3K | 0.2% | 95 |
|
|
2019
Q2 | $533K | Sell |
3,515
-60
| -2% | -$9.1K | 0.21% | 86 |
|
|
2019
Q1 | $566K | Sell |
3,575
-39
| -1% | -$6.18K | 0.23% | 80 |
|
|
2018
Q4 | $495K | Buy |
3,614
+1,094
| +43% | +$150K | 0.24% | 88 |
|
|
2018
Q3 | $401K | Buy |
2,520
+170
| +7% | +$27.1K | 0.16% | 133 |
|
|
2018
Q2 | $321K | Sell |
2,350
-70
| -3% | -$9.56K | 0.15% | 137 |
|
|
2018
Q1 | $281K | Sell |
2,420
-315
| -12% | -$36.6K | 0.13% | 149 |
|
|
2017
Q4 | $280K | Sell |
2,735
-100
| -4% | -$10.2K | 0.14% | 143 |
|
|
2017
Q3 | $265K | Buy |
2,835
+50
| +2% | +$4.67K | 0.13% | 149 |
|
|
2017
Q2 | $241K | Buy |
2,785
+140
| +5% | +$12.1K | 0.11% | 167 |
|
|
2017
Q1 | $218K | Buy |
+2,645
| New | +$218K | 0.1% | 177 |
|
|
2014
Q3 | – | Sell |
-400
| Closed | -$23K | – | 271 |
|
|
2014
Q2 | $23K | Hold |
400
| – | – | 0.01% | 502 |
|
|
2014
Q1 | $23K | Hold |
400
| – | – | 0.01% | 468 |
|
|
2013
Q4 | $22K | Hold |
400
| – | – | 0.01% | 447 |
|
|
2013
Q3 | $21K | Hold |
400
| – | – | 0.01% | 444 |
|
|
2013
Q2 | $15K | Buy |
+400
| New | +$15K | 0.01% | 495 |
|