SBSB
Sullivan, Bruyette, Speros & Blaney’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $768K | Sell |
3,625
-612
| -14% | -$130K | 0.03% | 140 |
|
|
2020
Q4 | $943K | Buy |
4,237
+1,111
| +36% | +$247K | 0.04% | 115 |
|
|
2020
Q3 | $786K | Buy |
3,126
+100
| +3% | +$25.1K | 0.04% | 115 |
|
|
2020
Q2 | $567K | Buy |
3,026
+400
| +15% | +$75K | 0.03% | 130 |
|
|
2020
Q1 | $378K | Buy |
2,626
+50
| +2% | +$7.2K | 0.03% | 145 |
|
|
2019
Q4 | $419K | Sell |
2,576
-50
| -2% | -$8.13K | 0.02% | 154 |
|
|
2019
Q3 | $390K | Sell |
2,626
-50
| -2% | -$7.43K | 0.02% | 156 |
|
|
2019
Q2 | $406K | Buy |
2,676
+873
| +48% | +$132K | 0.02% | 148 |
|
|
2019
Q1 | $286K | Buy |
+1,803
| New | +$286K | 0.02% | 170 |
|