United Capital Management of KS’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-797
| Closed | -$203K | – | 92 |
|
|
2021
Q4 | $203K | Sell |
797
-38
| -5% | -$9.68K | 0.08% | 88 |
|
|
2021
Q3 | $226K | Sell |
835
-1
| -0.1% | -$271 | 0.09% | 87 |
|
|
2021
Q2 | $204K | Sell |
836
-102
| -11% | -$24.9K | 0.08% | 93 |
|
|
2021
Q1 | $199K | Sell |
938
-128
| -12% | -$27.2K | 0.09% | 88 |
|
|
2020
Q4 | $237K | Buy |
1,066
+3
| +0.3% | +$667 | 0.11% | 86 |
|
|
2020
Q3 | $267K | Sell |
1,063
-17
| -2% | -$4.27K | 0.14% | 80 |
|
|
2020
Q2 | $202K | Buy |
+1,080
| New | +$202K | 0.12% | 83 |
|
|
2020
Q1 | – | Sell |
-1,462
| Closed | -$238K | – | 79 |
|
|
2019
Q4 | $238K | Sell |
1,462
-106
| -7% | -$17.3K | 0.15% | 100 |
|
|
2019
Q3 | $233K | Sell |
1,568
-133
| -8% | -$19.8K | 0.17% | 96 |
|
|
2019
Q2 | $262K | Buy |
1,701
+168
| +11% | +$25.9K | 0.2% | 91 |
|
|
2019
Q1 | $245K | Buy |
+1,533
| New | +$245K | 0.19% | 96 |
|
|
2018
Q4 | – | Sell |
-1,265
| Closed | -$193K | – | 106 |
|
|
2018
Q3 | $193K | Buy |
+1,265
| New | +$193K | 0.16% | 115 |
|