V Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $2.44M | Buy |
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|
2023
Q1 | $2.2M | Buy |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.4M | Sell |
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|
2022
Q2 | $2.01M | Sell |
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|
2022
Q1 | $2.6M | Sell |
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|
2021
Q4 | $3.32M | Sell |
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|
2021
Q3 | $3.57M | Sell |
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|
2021
Q2 | $3.22M | Sell |
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|
2021
Q1 | $3.32M | Buy |
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|
2020
Q4 | $3.23M | Buy |
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|
2020
Q3 | $2.35M | Sell |
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|
2020
Q2 | $2.05M | Sell |
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|
2020
Q1 | $1.63M | Buy |
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|
2019
Q4 | $250K | Hold |
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|
2019
Q3 | $250K | Buy |
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|
2019
Q2 | $252K | Buy |
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|
2019
Q1 | $222K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $14K | Buy |
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