Summit Financial Group’s Salesforce CRM Stock Holding History

Summit Financial Group’s Portfolio CRM Stock Details CRM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell
2019 Q2	$546K	Sell
2019 Q1	$587K	Sell
2018 Q4	$535K	Hold
2018 Q3	$621K	Hold
2018 Q2	$533K	Hold
2018 Q1	$455K	Sell
2017 Q4	$400K	Buy
2017 Q3	$365K	Buy