VR
Viridian RIA’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,402
| Closed | -$2.39M | – | 37 |
|
|
2021
Q4 | $2.39M | Buy |
+9,402
| New | +$2.39M | 0.5% | 35 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 19 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 37 |
|
|
2021
Q1 | – | Sell |
-7,680
| Closed | -$1.71M | – | 38 |
|
|
2020
Q4 | $1.71M | Buy |
7,680
+611
| +9% | +$136K | 0.47% | 38 |
|
|
2020
Q3 | $1.78M | Buy |
7,069
+33
| +0.5% | +$8.3K | 0.59% | 35 |
|
|
2020
Q2 | $1.32M | Buy |
7,036
+160
| +2% | +$30K | 0.48% | 36 |
|
|
2020
Q1 | $990K | Sell |
6,876
-138
| -2% | -$19.9K | 0.45% | 34 |
|
|
2019
Q4 | $1.14M | Sell |
7,014
-133
| -2% | -$21.6K | 0.41% | 37 |
|
|
2019
Q3 | $1.06M | Sell |
7,147
-46
| -0.6% | -$6.83K | 0.44% | 37 |
|
|
2019
Q2 | $1.03M | Buy |
7,193
+144
| +2% | +$20.6K | 0.41% | 42 |
|
|
2019
Q1 | $1.12M | Buy |
7,049
+397
| +6% | +$62.9K | 0.49% | 31 |
|
|
2018
Q4 | $911K | Sell |
6,652
-573
| -8% | -$78.5K | 0.46% | 36 |
|
|
2018
Q3 | $1.15M | Buy |
7,225
+584
| +9% | +$92.8K | 0.51% | 30 |
|
|
2018
Q2 | $907K | Buy |
6,641
+290
| +5% | +$39.6K | 0.44% | 28 |
|
|
2018
Q1 | $739K | Buy |
+6,351
| New | +$739K | 0.35% | 31 |
|