Secor Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-21,305
| Closed | -$3.37M | – | 58 |
|
|
2019
Q1 | $3.37M | Buy |
+21,305
| New | +$3.37M | 0.7% | 28 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 425 |
|
|
2018
Q3 | – | Sell |
-12,249
| Closed | -$1.67M | – | 389 |
|
|
2018
Q2 | $1.67M | Sell |
12,249
-66,246
| -84% | -$9.04M | 0.14% | 188 |
|
|
2018
Q1 | $9.13M | Buy |
+78,495
| New | +$9.13M | 0.75% | 4 |
|
|
2017
Q2 | – | Sell |
-21
| Closed | -$2K | – | 409 |
|
|
2017
Q1 | $2K | Sell |
21
-117,870
| -100% | -$11.2M | ﹤0.01% | 370 |
|
|
2016
Q4 | $8.07M | Sell |
117,891
-4,240
| -3% | -$290K | 0.99% | 10 |
|
|
2016
Q3 | $8.71M | Buy |
122,131
+25,362
| +26% | +$1.81M | 0.95% | 5 |
|
|
2016
Q2 | $7.69M | Buy |
96,769
+43,273
| +81% | +$3.44M | 0.97% | 6 |
|
|
2016
Q1 | $3.95M | Buy |
53,496
+20,665
| +63% | +$1.53M | 0.54% | 6 |
|
|
2015
Q4 | $2.57M | Buy |
+32,831
| New | +$2.57M | 0.73% | 7 |
|