Wealthfront’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.36M | Buy |
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|
2018
Q2 | $2M | Sell |
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|
2018
Q1 | $1.88M | Buy |
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|
2017
Q4 | $1.58M | Buy |
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|
2017
Q3 | $1.14M | Buy |
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|
2017
Q2 | $918K | Buy |
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|
2017
Q1 | $687K | Buy |
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|
2016
Q4 | $358K | Sell |
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|
2016
Q3 | $490K | Sell |
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|
2016
Q2 | $776K | Buy |
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|
2016
Q1 | $560K | Sell |
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|
2015
Q4 | $815K | Buy |
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|
2015
Q3 | $661K | Buy |
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|
2015
Q2 | $470K | Buy |
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|
2015
Q1 | $363K | Buy |
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|
2014
Q4 | $188K | Buy |
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|
2014
Q3 | $152K | Buy |
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|
2014
Q2 | $127K | Buy |
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|
2014
Q1 | $59K | Buy |
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