Shine Investment Advisory Services’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$416K Sell
2020
Q2
$338K Buy
2020
Q1
$222K Sell
2019
Q4
$267K Sell
2019
Q3
$284K Buy
2019
Q2
$241K Sell
2019
Q1
$268K Buy
2018
Q4
$211K Sell
2018
Q3
$272K Sell
2018
Q2
$238K Hold
2018
Q1
$203K Buy
2017
Q4
$162K Hold
2017
Q3
$148K Buy
2017
Q2
$130K Buy