SMG
Spectrum Management Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $14K | Buy |
100
+60
| +150% | +$8.4K | ﹤0.01% | 174 |
|
|
2022
Q2 | $7K | Buy |
+40
| New | +$7K | ﹤0.01% | 197 |
|
|
2021
Q2 | – | Sell |
-99
| Closed | -$21K | – | 262 |
|
|
2021
Q1 | $21K | Hold |
99
| – | – | ﹤0.01% | 173 |
|
|
2020
Q4 | $22K | Hold |
99
| – | – | ﹤0.01% | 163 |
|
|
2020
Q3 | $25K | Hold |
99
| – | – | 0.01% | 171 |
|
|
2020
Q2 | $19K | Hold |
99
| – | – | ﹤0.01% | 177 |
|
|
2020
Q1 | $14K | Sell |
99
-132
| -57% | -$18.7K | ﹤0.01% | 174 |
|
|
2019
Q4 | $38K | Hold |
231
| – | – | 0.02% | 154 |
|
|
2019
Q3 | $34K | Hold |
231
| – | – | 0.01% | 153 |
|
|
2019
Q2 | $35K | Sell |
231
-8
| -3% | -$1.21K | 0.01% | 165 |
|
|
2019
Q1 | $38K | Buy |
+239
| New | +$38K | 0.01% | 149 |
|
|
2018
Q4 | – | Sell |
-318
| Closed | -$51K | – | 222 |
|
|
2018
Q3 | $51K | Buy |
+318
| New | +$51K | 0.02% | 127 |
|
|
2016
Q1 | – | Sell |
-10,960
| Closed | -$859K | – | 249 |
|
|
2015
Q4 | $859K | Buy |
+10,960
| New | +$859K | 0.32% | 35 |
|