SG
Swarthmore Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,326
| Closed | -$3.13M | – | 61 |
|
|
2021
Q4 | $3.13M | Sell |
12,326
-20,654
| -63% | -$5.25M | 0.74% | 45 |
|
|
2021
Q3 | $8.06M | Hold |
32,980
| – | – | 2.08% | 22 |
|
|
2021
Q2 | $8.06M | Sell |
32,980
-8,414
| -20% | -$2.06M | 2.08% | 22 |
|
|
2021
Q1 | $8.77M | Buy |
41,394
+37,930
| +1,095% | +$8.04M | 2.4% | 19 |
|
|
2020
Q4 | $771K | Sell |
3,464
-38,420
| -92% | -$8.55M | 2.95% | 13 |
|
|
2020
Q3 | $10.5M | Sell |
41,884
-1,571
| -4% | -$395K | 3.31% | 7 |
|
|
2020
Q2 | $8.14M | Buy |
43,455
+39,980
| +1,151% | +$7.49M | 2.78% | 10 |
|
|
2020
Q1 | $500K | Sell |
3,475
-42,175
| -92% | -$6.07M | 2.65% | 17 |
|
|
2019
Q4 | $7.43M | Sell |
45,650
-1,850
| -4% | -$301K | 1.72% | 23 |
|
|
2019
Q3 | $7.05M | Sell |
47,500
-225
| -0.5% | -$33.4K | 1.74% | 21 |
|
|
2019
Q2 | $7.24M | Buy |
47,725
+42,425
| +800% | +$6.44M | 1.78% | 21 |
|
|
2019
Q1 | $839K | Sell |
5,300
-56,300
| -91% | -$8.91M | 3.6% | 11 |
|
|
2018
Q4 | $8.44M | Hold |
61,600
| – | – | 2.2% | 13 |
|
|
2018
Q3 | $9.8M | Sell |
61,600
-450
| -0.7% | -$71.6K | 2.2% | 14 |
|
|
2018
Q2 | $8.46M | Buy |
+62,050
| New | +$8.46M | 2.04% | 18 |
|