TD Ameritrade Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-116
| Closed | -$25K | – | 99 |
|
|
2023
Q2 | $25K | Sell |
116
-53
| -31% | -$11.4K | ﹤0.01% | 272 |
|
|
2023
Q1 | $34K | Sell |
169
-2
| -1% | -$402 | ﹤0.01% | 265 |
|
|
2022
Q4 | $23K | Buy |
+171
| New | +$23K | ﹤0.01% | 314 |
|
|
2019
Q3 | – | Sell |
-74
| Closed | -$11K | – | 643 |
|
|
2019
Q2 | $11K | Sell |
74
-566
| -88% | -$84.1K | ﹤0.01% | 373 |
|
|
2019
Q1 | $101K | Buy |
640
+484
| +310% | +$76.4K | ﹤0.01% | 193 |
|
|
2018
Q4 | $21K | Buy |
156
+82
| +111% | +$11K | ﹤0.01% | 296 |
|
|
2018
Q3 | $12K | Buy |
74
+21
| +40% | +$3.41K | ﹤0.01% | 316 |
|
|
2018
Q2 | $7K | Buy |
+53
| New | +$7K | ﹤0.01% | 243 |
|