Wealthcare Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-146
| Closed | -$31K | – | 197 |
|
|
2021
Q1 | $31K | Buy |
+146
| New | +$31K | ﹤0.01% | 183 |
|
|
2020
Q2 | – | Sell |
-24
| Closed | -$3K | – | 87 |
|
|
2020
Q1 | $3K | Sell |
24
-35
| -59% | -$4.38K | ﹤0.01% | 205 |
|
|
2019
Q4 | $10K | Buy |
+59
| New | +$10K | ﹤0.01% | 187 |
|
|
2015
Q2 | – | Sell |
-95
| Closed | -$6K | – | 485 |
|
|
2015
Q1 | $6K | Buy |
+95
| New | +$6K | ﹤0.01% | 584 |
|