RCA
Rowland Carmichael Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.56M | Sell |
6,989
-535
| -7% | -$119K | 0.49% | 43 |
|
|
2020
Q3 | $1.89M | Buy |
7,524
+1,150
| +18% | +$289K | 0.74% | 28 |
|
|
2020
Q2 | $1.19M | Buy |
6,374
+4,354
| +216% | +$816K | 0.51% | 38 |
|
|
2020
Q1 | $291K | Sell |
2,020
-355
| -15% | -$51.1K | 0.15% | 175 |
|
|
2019
Q4 | $386K | Sell |
2,375
-18
| -0.8% | -$2.93K | 0.13% | 183 |
|
|
2019
Q3 | $355K | Buy |
2,393
+85
| +4% | +$12.6K | 0.12% | 194 |
|
|
2019
Q2 | $350K | Buy |
+2,308
| New | +$350K | 0.12% | 185 |
|