Rikoon Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.27M | Buy |
5,999
+125
| +2% | +$26.5K | 0.34% | 66 |
|
|
2020
Q4 | $1.31M | Sell |
5,874
-175
| -3% | -$38.9K | 0.36% | 64 |
|
|
2020
Q3 | $1.52M | Sell |
6,049
-525
| -8% | -$132K | 0.47% | 45 |
|
|
2020
Q2 | $1.23M | Sell |
6,574
-175
| -3% | -$32.8K | 0.41% | 58 |
|
|
2020
Q1 | $972K | Hold |
6,749
| – | – | 0.4% | 66 |
|
|
2019
Q4 | $1.1M | Sell |
6,749
-19
| -0.3% | -$3.09K | 0.38% | 72 |
|
|
2019
Q3 | $1.01M | Sell |
6,768
-72
| -1% | -$10.7K | 0.37% | 74 |
|
|
2019
Q2 | $1.04M | Sell |
6,840
-348
| -5% | -$52.8K | 0.39% | 72 |
|
|
2019
Q1 | $1.14M | Sell |
7,188
-60
| -0.8% | -$9.5K | 0.42% | 64 |
|
|
2018
Q4 | $993K | Sell |
7,248
-1,825
| -20% | -$250K | 0.41% | 64 |
|
|
2018
Q3 | $1.44M | Buy |
+9,073
| New | +$1.44M | 0.51% | 49 |
|