SNB
Security National Bank’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-19,571
| Closed | -$2.82M | – | 102 |
|
|
2022
Q3 | $2.82M | Sell |
19,571
-260
| -1% | -$37.4K | 0.79% | 48 |
|
|
2022
Q2 | $3.27M | Buy |
19,831
+344
| +2% | +$56.8K | 0.91% | 44 |
|
|
2022
Q1 | $4.14M | Buy |
19,487
+496
| +3% | +$105K | 0.95% | 41 |
|
|
2021
Q4 | $4.83M | Buy |
18,991
+355
| +2% | +$90.2K | 1.09% | 37 |
|
|
2021
Q3 | $5.05M | Buy |
18,636
+1,597
| +9% | +$433K | 1.27% | 36 |
|
|
2021
Q2 | $4.16M | Buy |
17,039
+1,127
| +7% | +$275K | 1.1% | 36 |
|
|
2021
Q1 | $3.37M | Buy |
15,912
+1,923
| +14% | +$407K | 0.99% | 40 |
|
|
2020
Q4 | $3.11M | Buy |
13,989
+494
| +4% | +$110K | 0.99% | 40 |
|
|
2020
Q3 | $3.39M | Buy |
13,495
+942
| +8% | +$237K | 1.18% | 35 |
|
|
2020
Q2 | $2.35M | Buy |
12,553
+2,774
| +28% | +$520K | 0.97% | 39 |
|
|
2020
Q1 | $1.41M | Buy |
9,779
+778
| +9% | +$112K | 0.74% | 43 |
|
|
2019
Q4 | $1.46M | Buy |
+9,001
| New | +$1.46M | 0.65% | 47 |
|