Vantage Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $67K | Buy |
420
+370
| +740% | +$59K | 0.01% | 245 |
|
|
2018
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 593 |
|
|
2018
Q1 | $6K | Sell |
50
-84
| -63% | -$10.1K | ﹤0.01% | 632 |
|
|
2017
Q4 | $14K | Buy |
134
+84
| +168% | +$8.78K | ﹤0.01% | 511 |
|
|
2017
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 651 |
|
|
2017
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 662 |
|
|
2017
Q1 | $4K | Sell |
50
-10
| -17% | -$800 | ﹤0.01% | 649 |
|
|
2016
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 641 |
|
|
2016
Q3 | $4K | Buy |
60
+10
| +20% | +$667 | ﹤0.01% | 619 |
|
|
2016
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 641 |
|
|
2016
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 642 |
|
|
2015
Q2 | – | Sell |
-40
| Closed | -$3K | – | 771 |
|
|
2015
Q1 | $3K | Buy |
40
+20
| +100% | +$1.5K | ﹤0.01% | 730 |
|
|
2014
Q4 | $1K | Sell |
20
-100
| -83% | -$5K | ﹤0.01% | 734 |
|
|
2014
Q3 | $7K | Hold |
120
| – | – | ﹤0.01% | 526 |
|
|
2014
Q2 | $7K | Hold |
120
| – | – | ﹤0.01% | 525 |
|
|
2014
Q1 | $7K | Buy |
120
+20
| +20% | +$1.17K | ﹤0.01% | 475 |
|
|
2013
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 473 |
|