Providence Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11
| Closed | -$2.83K | – | 357 |
|
|
2024
Q2 | $2.83K | Hold |
11
| – | – | ﹤0.01% | 299 |
|
|
2024
Q1 | $3.31K | Buy |
+11
| New | +$3.31K | ﹤0.01% | 287 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$133 | – | 313 |
|
|
2022
Q4 | $133 | Sell |
1
-20
| -95% | -$2.66K | ﹤0.01% | 288 |
|
|
2022
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 267 |
|
|
2022
Q2 | $4K | Hold |
21
| – | – | ﹤0.01% | 236 |
|
|
2022
Q1 | $5K | Sell |
21
-10
| -32% | -$2.38K | ﹤0.01% | 266 |
|
|
2021
Q4 | $8K | Buy |
31
+10
| +48% | +$2.58K | ﹤0.01% | 235 |
|
|
2021
Q3 | $6K | Buy |
21
+20
| +2,000% | +$5.71K | ﹤0.01% | 237 |
|
|
2021
Q2 | $0 | Sell |
1
-160
| -99% | – | ﹤0.01% | 313 |
|
|
2021
Q1 | $34K | Buy |
161
+75
| +87% | +$15.8K | 0.01% | 152 |
|
|
2020
Q4 | $19K | Buy |
86
+85
| +8,500% | +$18.8K | 0.01% | 188 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 222 |
|
|
2020
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 202 |
|
|
2020
Q1 | – | Sell |
-285
| Closed | -$46K | – | 253 |
|
|
2019
Q4 | $46K | Hold |
285
| – | – | 0.02% | 121 |
|
|
2019
Q3 | $42K | Sell |
285
-5
| -2% | -$737 | 0.02% | 114 |
|
|
2019
Q2 | $44K | Hold |
290
| – | – | 0.03% | 113 |
|
|
2019
Q1 | $46K | Hold |
290
| – | – | 0.03% | 117 |
|
|
2018
Q4 | $40K | Hold |
290
| – | – | 0.03% | 132 |
|
|
2018
Q3 | $46K | Hold |
290
| – | – | 0.03% | 133 |
|
|
2018
Q2 | $40K | Hold |
290
| – | – | 0.03% | 128 |
|
|
2018
Q1 | $34K | Hold |
290
| – | – | 0.03% | 126 |
|
|
2017
Q4 | $30K | Buy |
+290
| New | +$30K | 0.02% | 138 |
|