Stearns Financial Services Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $219K | Sell |
873
-553
| -39% | -$139K | 0.03% | 134 |
|
2020
Q2 | $267K | Sell |
1,426
-339
| -19% | -$63.5K | 0.04% | 113 |
|
2020
Q1 | $254K | Buy |
1,765
+320
| +22% | +$46.1K | 0.05% | 115 |
|
2019
Q4 | $235K | Hold |
1,445
| – | – | 0.04% | 123 |
|
2019
Q3 | $214K | Hold |
1,445
| – | – | 0.04% | 124 |
|
2019
Q2 | $219K | Hold |
1,445
| – | – | 0.04% | 122 |
|
2019
Q1 | $229K | Buy |
+1,445
| New | +$229K | 0.04% | 121 |
|