USCA RIA’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.47M | Sell |
10,115
-1,009
| -9% | -$246K | 0.15% | 191 |
|
|
2021
Q1 | $2.36M | Buy |
11,124
+175
| +2% | +$37.1K | 0.15% | 189 |
|
|
2020
Q4 | $2.44M | Buy |
10,949
+1,769
| +19% | +$394K | 0.17% | 127 |
|
|
2020
Q3 | $2.31M | Sell |
9,180
-629
| -6% | -$158K | 0.18% | 119 |
|
|
2020
Q2 | $1.84M | Sell |
9,809
-63
| -0.6% | -$11.8K | 0.16% | 131 |
|
|
2020
Q1 | $1.42M | Sell |
9,872
-275
| -3% | -$39.6K | 0.16% | 127 |
|
|
2019
Q4 | $1.65M | Sell |
10,147
-12,387
| -55% | -$2.01M | 0.15% | 187 |
|
|
2019
Q3 | $3.35M | Sell |
22,534
-1,522
| -6% | -$226K | 0.33% | 89 |
|
|
2019
Q2 | $3.65M | Buy |
24,056
+5,274
| +28% | +$800K | 0.37% | 81 |
|
|
2019
Q1 | $2.98M | Buy |
18,782
+5,730
| +44% | +$908K | 0.32% | 105 |
|
|
2018
Q4 | $1.79M | Sell |
13,052
-6,048
| -32% | -$829K | 0.24% | 128 |
|
|
2018
Q3 | $3.04M | Buy |
19,100
+3,365
| +21% | +$535K | 0.31% | 100 |
|
|
2018
Q2 | $2.15M | Buy |
15,735
+250
| +2% | +$34.1K | 0.23% | 140 |
|
|
2018
Q1 | $1.8M | Buy |
+15,485
| New | +$1.8M | 0.2% | 148 |
|