SAM
Sequent Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,317
| Closed | -$589K | – | 73 |
|
|
2021
Q4 | $589K | Sell |
2,317
-10
| -0.4% | -$2.54K | 0.32% | 43 |
|
|
2021
Q3 | $631K | Buy |
2,327
+30
| +1% | +$8.14K | 0.36% | 40 |
|
|
2021
Q2 | $561K | Buy |
2,297
+1
| +0% | +$244 | 0.32% | 44 |
|
|
2021
Q1 | $487K | Sell |
2,296
-80
| -3% | -$17K | 0.3% | 50 |
|
|
2020
Q4 | $529K | Buy |
+2,376
| New | +$529K | 0.35% | 42 |
|