TrueWealth LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $167K | Hold |
894
| – | – | 0.07% | 152 |
|
|
2020
Q1 | $129K | Hold |
894
| – | – | 0.06% | 165 |
|
|
2019
Q4 | $145K | Buy |
894
+22
| +3% | +$3.57K | 0.06% | 168 |
|
|
2019
Q3 | $129K | Hold |
872
| – | – | 0.06% | 176 |
|
|
2019
Q2 | $132K | Sell |
872
-300
| -26% | -$45.4K | 0.06% | 171 |
|
|
2019
Q1 | $186K | Hold |
1,172
| – | – | 0.09% | 142 |
|
|
2018
Q4 | $161K | Buy |
1,172
+300
| +34% | +$41.2K | 0.08% | 145 |
|
|
2018
Q3 | $139K | Hold |
872
| – | – | 0.06% | 168 |
|
|
2018
Q2 | $119K | Hold |
872
| – | – | 0.06% | 183 |
|
|
2018
Q1 | $101K | Sell |
872
-431
| -33% | -$49.9K | 0.05% | 187 |
|
|
2017
Q4 | $133K | Buy |
+1,303
| New | +$133K | 0.06% | 178 |
|