SAM
Shamrock Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-280
| Closed | -$45K | – | 218 |
|
|
2018
Q3 | $45K | Buy |
280
+180
| +180% | +$28.9K | 0.03% | 142 |
|
|
2018
Q2 | $14K | Buy |
+100
| New | +$14K | 0.01% | 221 |
|
|
2015
Q3 | – | Sell |
-100
| Closed | -$7K | – | 255 |
|
|
2015
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 229 |
|