UPA
Union Point Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-109,705
| Closed | -$7.33M | – | 6 |
|
|
2015
Q1 | $7.33M | Sell |
109,705
-134,069
| -55% | -$8.96M | 3.78% | 13 |
|
|
2014
Q4 | $14.5M | Sell |
243,774
-3,395
| -1% | -$201K | 6.08% | 3 |
|
|
2014
Q3 | $14.2M | Buy |
247,169
+60,465
| +32% | +$3.48M | 5.62% | 2 |
|
|
2014
Q2 | $10.8M | Sell |
186,704
-304
| -0.2% | -$17.7K | 4.46% | 8 |
|
|
2014
Q1 | $10.7M | Buy |
187,008
+110,172
| +143% | +$6.29M | 4.89% | 6 |
|
|
2013
Q4 | $4.24M | Buy |
76,836
+40,702
| +113% | +$2.25M | 4.12% | 7 |
|
|
2013
Q3 | $1.88M | Buy |
+36,134
| New | +$1.88M | 3.51% | 11 |
|