Phocas Financial Corp’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-995
| Closed | -$210K | – | 178 |
|
|
2023
Q2 | $210K | Buy |
+995
| New | +$210K | 0.03% | 185 |
|
|
2023
Q1 | – | Sell |
-960
| Closed | -$127K | – | 218 |
|
|
2022
Q4 | $127K | Buy |
+960
| New | +$127K | 0.02% | 202 |
|
|
2022
Q2 | – | Sell |
-1,255
| Closed | -$266K | – | 205 |
|
|
2022
Q1 | $266K | Sell |
1,255
-45
| -3% | -$9.54K | 0.03% | 193 |
|
|
2021
Q4 | $330K | Buy |
1,300
+210
| +19% | +$53.3K | 0.04% | 175 |
|
|
2021
Q3 | $296K | Buy |
+1,090
| New | +$296K | 0.04% | 188 |
|
|
2019
Q1 | – | Sell |
-70
| Closed | -$10K | – | 226 |
|
|
2018
Q4 | $10K | Buy |
+70
| New | +$10K | ﹤0.01% | 294 |
|