RIG
Roosevelt Investment Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-63,145
| Closed | -$16M | – | 293 |
|
|
2021
Q4 | $16M | Buy |
63,145
+1,101
| +2% | +$280K | 0.89% | 42 |
|
|
2021
Q3 | $16.8M | Buy |
62,044
+19,274
| +45% | +$5.23M | 1.04% | 38 |
|
|
2021
Q2 | $10.4M | Buy |
42,770
+4,233
| +11% | +$1.03M | 0.63% | 49 |
|
|
2021
Q1 | $8.17M | Buy |
+38,537
| New | +$8.17M | 0.53% | 48 |
|
|
2020
Q3 | – | Sell |
-3,500
| Closed | -$656K | – | 220 |
|
|
2020
Q2 | $656K | Buy |
+3,500
| New | +$656K | 0.06% | 93 |
|