WealthSource Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $956K | Sell |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $2.65M | Buy |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $888K | Buy |
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|
2020
Q4 | $824K | Sell |
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|
2020
Q3 | $959K | Sell |
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|
2020
Q2 | $769K | Sell |
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|
2020
Q1 | $811K | Sell |
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|
2019
Q4 | $1.1M | Sell |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $1.18M | Buy |
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|
2019
Q1 | $1M | Sell |
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|
2018
Q4 | $881K | Buy |
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|
2018
Q3 | $720K | Sell |
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|
2018
Q2 | $668K | Sell |
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|
2018
Q1 | $582K | Sell |
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|
2017
Q4 | $885K | Sell |
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|
2017
Q3 | $823K | Buy |
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|
2017
Q2 | $685K | Buy |
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|
2017
Q1 | $584K | Buy |
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|
2016
Q4 | $452K | Buy |
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|
2016
Q3 | $396K | Buy |
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|
2016
Q2 | $224K | Hold |
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|
2016
Q1 | $209K | Buy |
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