UIA
UBP Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,200
| Closed | -$267K | – | 109 |
|
|
2020
Q4 | $267K | Hold |
1,200
| – | – | 0.14% | 64 |
|
|
2020
Q3 | $302K | Hold |
1,200
| – | – | 0.23% | 47 |
|
|
2020
Q2 | $225K | Buy |
+1,200
| New | +$225K | 0.18% | 50 |
|
|
2019
Q4 | – | Sell |
-2,240
| Closed | -$333K | – | 55 |
|
|
2019
Q3 | $333K | Buy |
2,240
+640
| +40% | +$95.1K | 0.27% | 43 |
|
|
2019
Q2 | $243K | Buy |
1,600
+200
| +14% | +$30.4K | 0.22% | 47 |
|
|
2019
Q1 | $222K | Buy |
+1,400
| New | +$222K | 0.21% | 47 |
|