USCA RIA’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$2.47M Sell
2021
Q1
$2.36M Buy
2020
Q4
$2.44M Buy
2020
Q3
$2.31M Sell
2020
Q2
$1.84M Sell
2020
Q1
$1.42M Sell
2019
Q4
$1.65M Sell
2019
Q3
$3.35M Sell
2019
Q2
$3.65M Buy
2019
Q1
$2.98M Buy
2018
Q4
$1.79M Sell
2018
Q3
$3.04M Buy
2018
Q2
$2.15M Buy
2018
Q1
$1.8M Buy