Summit Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,600
| Closed | -$546K | – | 159 |
|
|
2019
Q2 | $546K | Sell |
3,600
-108
| -3% | -$16.4K | 0.25% | 97 |
|
|
2019
Q1 | $587K | Sell |
3,708
-200
| -5% | -$31.7K | 0.46% | 63 |
|
|
2018
Q4 | $535K | Hold |
3,908
| – | – | 0.45% | 64 |
|
|
2018
Q3 | $621K | Hold |
3,908
| – | – | 0.46% | 64 |
|
|
2018
Q2 | $533K | Hold |
3,908
| – | – | 0.41% | 68 |
|
|
2018
Q1 | $455K | Sell |
3,908
-8
| -0.2% | -$931 | 0.36% | 77 |
|
|
2017
Q4 | $400K | Buy |
3,916
+8
| +0.2% | +$817 | 0.33% | 76 |
|
|
2017
Q3 | $365K | Buy |
+3,908
| New | +$365K | 0.3% | 81 |
|