TrustCore Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $35.3K | Sell |
266
-500
| -65% | -$66.3K | ﹤0.01% | 512 |
|
2022
Q3 | $110K | Sell |
766
-172
| -18% | -$24.7K | 0.01% | 332 |
|
2022
Q2 | $155K | Buy |
938
+135
| +17% | +$22.3K | 0.01% | 282 |
|
2022
Q1 | $170K | Buy |
803
+25
| +3% | +$5.29K | 0.01% | 290 |
|
2021
Q4 | $198K | Sell |
778
-28
| -3% | -$7.13K | 0.02% | 252 |
|
2021
Q3 | $219K | Buy |
806
+788
| +4,378% | +$214K | 0.02% | 257 |
|
2021
Q2 | $4K | Hold |
18
| – | – | ﹤0.01% | 854 |
|
2021
Q1 | $4K | Sell |
18
-377
| -95% | -$83.8K | ﹤0.01% | 796 |
|
2020
Q4 | $88K | Buy |
395
+267
| +209% | +$59.5K | 0.01% | 340 |
|
2020
Q3 | $32K | Buy |
128
+69
| +117% | +$17.3K | ﹤0.01% | 431 |
|
2020
Q2 | $11K | Buy |
+59
| New | +$11K | ﹤0.01% | 599 |
|
2019
Q4 | – | Sell |
-99
| Closed | -$15K | – | 890 |
|
2019
Q3 | $15K | Hold |
99
| – | – | ﹤0.01% | 555 |
|
2019
Q2 | $15K | Buy |
99
+26
| +36% | +$3.94K | ﹤0.01% | 551 |
|
2019
Q1 | $12K | Buy |
+73
| New | +$12K | ﹤0.01% | 507 |
|