Spectrum Management Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $14K | Buy |
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|
2022
Q2 | $7K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $22K | Hold |
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|
2020
Q3 | $25K | Hold |
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|
2020
Q2 | $19K | Hold |
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|
2020
Q1 | $14K | Sell |
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|
2019
Q4 | $38K | Hold |
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|
2019
Q3 | $34K | Hold |
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|
2019
Q2 | $35K | Sell |
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|
2019
Q1 | $38K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $51K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $859K | Buy |
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