Rand Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-17,680
| Closed | -$1.4M | – | 216 |
|
|
2016
Q2 | $1.4M | Sell |
17,680
-8,145
| -32% | -$647K | 0.19% | 123 |
|
|
2016
Q1 | $1.91M | Sell |
25,825
-2,850
| -10% | -$210K | 0.27% | 100 |
|
|
2015
Q4 | $2.25M | Sell |
28,675
-2,078
| -7% | -$163K | 0.32% | 89 |
|
|
2015
Q3 | $2.14M | Sell |
30,753
-1,215
| -4% | -$84.4K | 0.31% | 90 |
|
|
2015
Q2 | $2.23M | Sell |
31,968
-1,316
| -4% | -$91.6K | 0.3% | 88 |
|
|
2015
Q1 | $2.22M | Buy |
33,284
+70
| +0.2% | +$4.68K | 0.3% | 88 |
|
|
2014
Q4 | $1.99M | Buy |
33,214
+73
| +0.2% | +$4.37K | 0.27% | 93 |
|
|
2014
Q3 | $1.91M | Buy |
33,141
+700
| +2% | +$40.3K | 0.28% | 84 |
|
|
2014
Q2 | $1.88M | Sell |
32,441
-1,775
| -5% | -$103K | 0.27% | 88 |
|
|
2014
Q1 | $1.95M | Sell |
34,216
-1,325
| -4% | -$75.6K | 0.34% | 81 |
|
|
2013
Q4 | $1.96M | Buy |
35,541
+2,214
| +7% | +$122K | 0.35% | 81 |
|
|
2013
Q3 | $1.73M | Buy |
33,327
+8,985
| +37% | +$466K | 0.34% | 81 |
|
|
2013
Q2 | $929K | Buy |
+24,342
| New | +$929K | 0.2% | 107 |
|