Security National Bank’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.81M | Sell |
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|
2022
Q2 | $3.27M | Buy |
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|
2022
Q1 | $4.14M | Buy |
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|
2021
Q4 | $4.83M | Buy |
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|
2021
Q3 | $5.05M | Buy |
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|
2021
Q2 | $4.16M | Buy |
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|
2021
Q1 | $3.37M | Buy |
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|
2020
Q4 | $3.11M | Buy |
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|
2020
Q3 | $3.39M | Buy |
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|
2020
Q2 | $2.35M | Buy |
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|
2020
Q1 | $1.41M | Buy |
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|
2019
Q4 | $1.46M | Buy |
|