Wealthfront’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.36M | Buy |
14,853
+181
| +1% | +$28.8K | 0.02% | 104 |
|
|
2018
Q2 | $2M | Sell |
14,672
-1,470
| -9% | -$200K | 0.02% | 126 |
|
|
2018
Q1 | $1.88M | Buy |
16,142
+646
| +4% | +$75.1K | 0.02% | 142 |
|
|
2017
Q4 | $1.58M | Buy |
15,496
+3,260
| +27% | +$333K | 0.02% | 151 |
|
|
2017
Q3 | $1.14M | Buy |
12,236
+1,635
| +15% | +$153K | 0.01% | 171 |
|
|
2017
Q2 | $918K | Buy |
10,601
+2,270
| +27% | +$197K | 0.01% | 160 |
|
|
2017
Q1 | $687K | Buy |
8,331
+3,101
| +59% | +$256K | 0.01% | 173 |
|
|
2016
Q4 | $358K | Sell |
5,230
-1,635
| -24% | -$112K | 0.01% | 265 |
|
|
2016
Q3 | $490K | Sell |
6,865
-2,905
| -30% | -$207K | 0.01% | 180 |
|
|
2016
Q2 | $776K | Buy |
9,770
+2,182
| +29% | +$173K | 0.02% | 117 |
|
|
2016
Q1 | $560K | Sell |
7,588
-2,810
| -27% | -$207K | 0.02% | 140 |
|
|
2015
Q4 | $815K | Buy |
10,398
+879
| +9% | +$68.9K | 0.03% | 97 |
|
|
2015
Q3 | $661K | Buy |
9,519
+2,762
| +41% | +$192K | 0.03% | 107 |
|
|
2015
Q2 | $470K | Buy |
6,757
+1,330
| +25% | +$92.5K | 0.02% | 111 |
|
|
2015
Q1 | $363K | Buy |
5,427
+2,252
| +71% | +$151K | 0.02% | 124 |
|
|
2014
Q4 | $188K | Buy |
3,175
+540
| +20% | +$32K | 0.01% | 227 |
|
|
2014
Q3 | $152K | Buy |
2,635
+476
| +22% | +$27.5K | 0.01% | 201 |
|
|
2014
Q2 | $127K | Buy |
2,159
+1,163
| +117% | +$68.4K | 0.01% | 175 |
|
|
2014
Q1 | $59K | Buy |
+996
| New | +$59K | 0.01% | 224 |
|