TrueWealth LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $167K | Hold |
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|
2020
Q1 | $129K | Hold |
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|
2019
Q4 | $145K | Buy |
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|
2019
Q3 | $129K | Hold |
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|
2019
Q2 | $132K | Sell |
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|
2019
Q1 | $186K | Hold |
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|
2018
Q4 | $161K | Buy |
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|
2018
Q3 | $139K | Hold |
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|
2018
Q2 | $119K | Hold |
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|
2018
Q1 | $101K | Sell |
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|
2017
Q4 | $133K | Buy |
|