TIA
Trust Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,164
| Closed | -$287K | – | 104 |
|
|
2022
Q4 | $287K | Sell |
2,164
-1,528
| -41% | -$203K | 0.27% | 72 |
|
|
2022
Q3 | $531K | Buy |
3,692
+11
| +0.3% | +$1.58K | 0.55% | 66 |
|
|
2022
Q2 | $608K | Hold |
3,681
| – | – | 0.58% | 66 |
|
|
2022
Q1 | $782K | Buy |
3,681
+83
| +2% | +$17.6K | 0.64% | 62 |
|
|
2021
Q4 | $914K | Sell |
3,598
-317
| -8% | -$80.5K | 0.72% | 57 |
|
|
2021
Q3 | $1.06M | Buy |
3,915
+488
| +14% | +$132K | 0.95% | 49 |
|
|
2021
Q2 | $837K | Buy |
3,427
+158
| +5% | +$38.6K | 0.74% | 59 |
|
|
2021
Q1 | $693K | Sell |
3,269
-43
| -1% | -$9.12K | 0.68% | 61 |
|
|
2020
Q4 | $737K | Sell |
3,312
-120
| -3% | -$26.7K | 0.75% | 54 |
|
|
2020
Q3 | $863K | Sell |
3,432
-40
| -1% | -$10.1K | 1% | 38 |
|
|
2020
Q2 | $650K | Buy |
3,472
+389
| +13% | +$72.8K | 0.83% | 50 |
|
|
2020
Q1 | $444K | Buy |
3,083
+118
| +4% | +$17K | 0.73% | 52 |
|
|
2019
Q4 | $482K | Buy |
2,965
+225
| +8% | +$36.6K | 0.6% | 64 |
|
|
2019
Q3 | $407K | Sell |
2,740
-20
| -0.7% | -$2.97K | 0.53% | 68 |
|
|
2019
Q2 | $419K | Buy |
+2,760
| New | +$419K | 0.53% | 68 |
|