Washington Trust Bank’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-821
| Closed | -$247K | – | 209 |
|
|
2024
Q1 | $247K | Buy |
+821
| New | +$247K | 0.02% | 196 |
|
|
2022
Q2 | – | Sell |
-1,039
| Closed | -$221K | – | 222 |
|
|
2022
Q1 | $221K | Buy |
1,039
+2
| +0.2% | +$425 | 0.03% | 210 |
|
|
2021
Q4 | $264K | Buy |
+1,037
| New | +$264K | 0.03% | 194 |
|
|
2021
Q1 | – | Sell |
-2,347
| Closed | -$522K | – | 189 |
|
|
2020
Q4 | $522K | Buy |
+2,347
| New | +$522K | 0.07% | 125 |
|
|
2019
Q2 | – | Sell |
-345
| Closed | -$55K | – | 264 |
|
|
2019
Q1 | $55K | Hold |
345
| – | – | 0.01% | 329 |
|
|
2018
Q4 | $47K | Hold |
345
| – | – | 0.01% | 344 |
|
|
2018
Q3 | $55K | Sell |
345
-413
| -54% | -$65.8K | 0.01% | 355 |
|
|
2018
Q2 | $103K | Sell |
758
-25
| -3% | -$3.4K | 0.01% | 296 |
|
|
2018
Q1 | $91K | Sell |
783
-41
| -5% | -$4.77K | 0.01% | 317 |
|
|
2017
Q4 | $84K | Hold |
824
| – | – | 0.01% | 340 |
|
|
2017
Q3 | $77K | Sell |
824
-128
| -13% | -$12K | 0.01% | 344 |
|
|
2017
Q2 | $82K | Sell |
952
-40
| -4% | -$3.45K | 0.02% | 309 |
|
|
2017
Q1 | $82K | Buy |
992
+239
| +32% | +$19.8K | 0.02% | 314 |
|
|
2016
Q4 | $52K | Hold |
753
| – | – | 0.01% | 385 |
|
|
2016
Q3 | $54K | Buy |
753
+37
| +5% | +$2.65K | 0.01% | 361 |
|
|
2016
Q2 | $57K | Buy |
716
+26
| +4% | +$2.07K | 0.01% | 342 |
|
|
2016
Q1 | $51K | Buy |
+690
| New | +$51K | 0.01% | 367 |
|
|
2015
Q3 | – | Sell |
-1,072
| Closed | -$75K | – | 776 |
|
|
2015
Q2 | $75K | Hold |
1,072
| – | – | 0.02% | 350 |
|
|
2015
Q1 | $72K | Hold |
1,072
| – | – | 0.02% | 382 |
|
|
2014
Q4 | $64K | Hold |
1,072
| – | – | 0.02% | 418 |
|
|
2014
Q3 | $62K | Sell |
1,072
-215
| -17% | -$12.4K | 0.02% | 425 |
|
|
2014
Q2 | $75K | Buy |
1,287
+215
| +20% | +$12.5K | 0.02% | 419 |
|
|
2014
Q1 | $61K | Buy |
+1,072
| New | +$61K | 0.01% | 442 |
|