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Smith Hayes Advisers’s Salesforce CRM Stock Holding History

Smith Hayes Advisers’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,834
Closed -$219K – 289
2014
Q1 		$219K Buy
3,834
+195
+5% +$11.1K 0.05% 258
2013
Q4 		$201K Buy
+3,639
New +$201K 0.07% 240