Shine Investment Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $416K | Sell |
1,657
-149
| -8% | -$37.4K | 0.14% | 76 |
|
|
2020
Q2 | $338K | Buy |
1,806
+265
| +17% | +$49.6K | 0.12% | 88 |
|
|
2020
Q1 | $222K | Sell |
1,541
-101
| -6% | -$14.6K | 0.1% | 104 |
|
|
2019
Q4 | $267K | Sell |
1,642
-272
| -14% | -$44.2K | 0.11% | 106 |
|
|
2019
Q3 | $284K | Buy |
1,914
+324
| +20% | +$48.1K | 0.13% | 87 |
|
|
2019
Q2 | $241K | Sell |
1,590
-105
| -6% | -$15.9K | 0.11% | 106 |
|
|
2019
Q1 | $268K | Buy |
1,695
+152
| +10% | +$24K | 0.12% | 97 |
|
|
2018
Q4 | $211K | Sell |
1,543
-170
| -10% | -$23.2K | 0.1% | 99 |
|
|
2018
Q3 | $272K | Sell |
1,713
-30
| -2% | -$4.76K | 0.14% | 90 |
|
|
2018
Q2 | $238K | Hold |
1,743
| – | – | 0.12% | 91 |
|
|
2018
Q1 | $203K | Buy |
1,743
+158
| +10% | +$18.4K | 0.11% | 100 |
|
|
2017
Q4 | $162K | Hold |
1,585
| – | – | 0.08% | 112 |
|
|
2017
Q3 | $148K | Buy |
1,585
+83
| +6% | +$7.75K | 0.08% | 114 |
|
|
2017
Q2 | $130K | Buy |
+1,502
| New | +$130K | 0.07% | 122 |
|