TFO
Tarbox Family Office’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-322
| Closed | -$68K | – | 317 |
|
|
2022
Q1 | $68K | Sell |
322
-2,355
| -88% | -$497K | 0.01% | 149 |
|
|
2021
Q4 | $680K | Buy |
2,677
+23
| +0.9% | +$5.84K | 0.12% | 55 |
|
|
2021
Q3 | $720K | Sell |
2,654
-1
| -0% | -$271 | 0.13% | 55 |
|
|
2021
Q2 | $649K | Buy |
2,655
+41
| +2% | +$10K | 0.12% | 63 |
|
|
2021
Q1 | $554K | Buy |
2,614
+6
| +0.2% | +$1.27K | 0.11% | 63 |
|
|
2020
Q4 | $580K | Hold |
2,608
| – | – | 0.12% | 56 |
|
|
2020
Q3 | $655K | Sell |
2,608
-112
| -4% | -$28.1K | 0.16% | 47 |
|
|
2020
Q2 | $510K | Sell |
2,720
-14
| -0.5% | -$2.63K | 0.13% | 55 |
|
|
2020
Q1 | $394K | Buy |
2,734
+72
| +3% | +$10.4K | 0.13% | 63 |
|
|
2019
Q4 | $433K | Buy |
2,662
+2,375
| +828% | +$386K | 0.12% | 64 |
|
|
2019
Q3 | $43K | Hold |
287
| – | – | 0.01% | 169 |
|
|
2019
Q2 | $44K | Hold |
287
| – | – | 0.01% | 169 |
|
|
2019
Q1 | $45K | Hold |
287
| – | – | 0.02% | 154 |
|
|
2018
Q4 | $39K | Buy |
287
+14
| +5% | +$1.9K | 0.02% | 158 |
|
|
2018
Q3 | $43K | Hold |
273
| – | – | 0.02% | 163 |
|
|
2018
Q2 | $37K | Buy |
273
+5
| +2% | +$678 | 0.01% | 163 |
|
|
2018
Q1 | $31K | Buy |
268
+38
| +17% | +$4.4K | 0.01% | 192 |
|
|
2017
Q4 | $24K | Hold |
230
| – | – | 0.01% | 215 |
|
|
2017
Q3 | $21K | Buy |
230
+28
| +14% | +$2.56K | 0.01% | 221 |
|
|
2017
Q2 | $17K | Hold |
202
| – | – | 0.01% | 232 |
|
|
2017
Q1 | $17K | Buy |
202
+14
| +7% | +$1.18K | 0.01% | 236 |
|
|
2016
Q4 | $13K | Sell |
188
-30
| -14% | -$2.07K | 0.01% | 230 |
|
|
2016
Q3 | $16K | Buy |
218
+5
| +2% | +$367 | 0.01% | 197 |
|
|
2016
Q2 | $17K | Buy |
213
+6
| +3% | +$479 | 0.01% | 183 |
|
|
2016
Q1 | $15K | Sell |
207
-19
| -8% | -$1.38K | 0.01% | 204 |
|
|
2015
Q4 | $18K | Buy |
226
+27
| +14% | +$2.15K | 0.01% | 168 |
|
|
2015
Q3 | $14K | Buy |
199
+135
| +211% | +$9.5K | 0.01% | 190 |
|
|
2015
Q2 | $4K | Buy |
64
+19
| +42% | +$1.19K | ﹤0.01% | 333 |
|
|
2015
Q1 | $3K | Buy |
45
+19
| +73% | +$1.27K | ﹤0.01% | 370 |
|
|
2014
Q4 | $2K | Sell |
26
-11
| -30% | -$846 | ﹤0.01% | 403 |
|
|
2014
Q3 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 403 |
|