Voit & Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.65M | Sell |
10,527
-305
| -3% | -$76.7K | 2.56% | 15 |
|
|
2020
Q2 | $2.03M | Sell |
10,832
-1,103
| -9% | -$207K | 2.16% | 18 |
|
|
2020
Q1 | $1.72M | Buy |
11,935
+8,965
| +302% | +$1.29M | 1.77% | 21 |
|
|
2019
Q4 | $483K | Buy |
2,970
+1,400
| +89% | +$228K | 0.43% | 49 |
|
|
2019
Q3 | $233K | Sell |
1,570
-60
| -4% | -$8.9K | 0.23% | 53 |
|
|
2019
Q2 | $247K | Sell |
1,630
-80
| -5% | -$12.1K | 0.24% | 57 |
|
|
2019
Q1 | $271K | Buy |
1,710
+135
| +9% | +$21.4K | 0.29% | 53 |
|
|
2018
Q4 | $216K | Buy |
+1,575
| New | +$216K | 0.27% | 56 |
|