Piedmont Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-111,673
| Closed | -$16.1M | – | 152 |
|
|
2020
Q1 | $16.1M | Buy |
111,673
+12,669
| +13% | +$1.82M | 0.64% | 27 |
|
|
2019
Q4 | $16.1M | Buy |
99,004
+4,459
| +5% | +$725K | 0.56% | 31 |
|
|
2019
Q3 | $14M | Buy |
94,545
+10,044
| +12% | +$1.49M | 0.54% | 36 |
|
|
2019
Q2 | $12.8M | Buy |
84,501
+404
| +0.5% | +$61.3K | 0.51% | 36 |
|
|
2019
Q1 | $13.3M | Sell |
84,097
-9,410
| -10% | -$1.49M | 0.54% | 32 |
|
|
2018
Q4 | $12.8M | Buy |
93,507
+5,063
| +6% | +$693K | 0.61% | 34 |
|
|
2018
Q3 | $14.1M | Buy |
88,444
+58,064
| +191% | +$9.23M | 0.59% | 29 |
|
|
2018
Q2 | $4.14M | Sell |
30,380
-72,583
| -70% | -$9.9M | 0.2% | 120 |
|
|
2018
Q1 | $12M | Sell |
102,963
-42,466
| -29% | -$4.94M | 0.32% | 82 |
|
|
2017
Q4 | $14.9M | Sell |
145,429
-470
| -0.3% | -$48K | 0.3% | 89 |
|
|
2017
Q3 | $13.6M | Buy |
145,899
+1,384
| +1% | +$129K | 0.29% | 93 |
|
|
2017
Q2 | $12.5M | Buy |
144,515
+8,651
| +6% | +$749K | 0.28% | 97 |
|
|
2017
Q1 | $11.2M | Buy |
135,864
+1,224
| +0.9% | +$101K | 0.23% | 116 |
|
|
2016
Q4 | $9.22M | Buy |
134,640
+2,893
| +2% | +$198K | 0.19% | 139 |
|
|
2016
Q3 | $9.4M | Sell |
131,747
-13,616
| -9% | -$971K | 0.2% | 126 |
|
|
2016
Q2 | $11.5M | Sell |
145,363
-1,748
| -1% | -$139K | 0.24% | 111 |
|
|
2016
Q1 | $10.9M | Buy |
147,111
+2,260
| +2% | +$167K | 0.23% | 114 |
|
|
2015
Q4 | $11.4M | Buy |
144,851
+1,282
| +0.9% | +$101K | 0.24% | 110 |
|
|
2015
Q3 | $9.97M | Buy |
143,569
+1,148
| +0.8% | +$79.7K | 0.23% | 116 |
|
|
2015
Q2 | $9.92M | Buy |
+142,421
| New | +$9.92M | 0.21% | 129 |
|