UAM
UAS Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$244K | – | 21 |
|
|
2021
Q2 | $244K | Buy |
+1,000
| New | +$244K | 0.06% | 25 |
|
|
2019
Q4 | – | Sell |
-10,000
| Closed | -$1.48M | – | 38 |
|
|
2019
Q3 | $1.48M | Buy |
+10,000
| New | +$1.48M | 0.59% | 18 |
|
|
2019
Q1 | – | Sell |
-3,000
| Closed | -$411K | – | 26 |
|
|
2018
Q4 | $411K | Buy |
+3,000
| New | +$411K | 0.28% | 18 |
|
|
2018
Q2 | – | Sell |
-10,085
| Closed | -$1.17M | – | 27 |
|
|
2018
Q1 | $1.17M | Buy |
+10,085
| New | +$1.17M | 0.57% | 18 |
|