SBA
Seven Bridges Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,600
| Closed | -$1.19M | – | 28 |
|
|
2017
Q4 | $1.19M | Sell |
11,600
-466
| -4% | -$47.6K | 0.96% | 28 |
|
|
2017
Q3 | $1.13M | Buy |
12,066
+3,181
| +36% | +$297K | 0.95% | 32 |
|
|
2017
Q2 | $769K | Buy |
8,885
+1,910
| +27% | +$165K | 0.69% | 47 |
|
|
2017
Q1 | $575K | Sell |
6,975
-2,372
| -25% | -$196K | 0.55% | 58 |
|
|
2016
Q4 | $640K | Sell |
9,347
-352
| -4% | -$24.1K | 0.65% | 43 |
|
|
2016
Q3 | $692K | Buy |
9,699
+256
| +3% | +$18.3K | 0.61% | 48 |
|
|
2016
Q2 | $750K | Sell |
9,443
-533
| -5% | -$42.3K | 0.64% | 49 |
|
|
2016
Q1 | $737K | Buy |
9,976
+1,042
| +12% | +$77K | 0.58% | 57 |
|
|
2015
Q4 | $700K | Buy |
+8,934
| New | +$700K | 0.7% | 45 |
|