SKK
Shepherd Kaplan Krochuk’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Hold |
0
| – | – | – | 292 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 361 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 375 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 416 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 394 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 442 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 521 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 544 |
|
|
2014
Q1 | – | Sell |
-19,000
| Closed | -$1.05M | – | 551 |
|
|
2013
Q4 | $1.05M | Buy |
+19,000
| New | +$1.05M | 0.13% | 132 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 554 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 549 |
|