Wealthstreet Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $62K | Hold |
|
|||||
|
2021
Q4 | $74K | Hold |
|
|||||
|
2021
Q3 | $79K | Sell |
|
|||||
|
2021
Q2 | $327K | Sell |
|
|||||
|
2021
Q1 | $3.85M | Buy |
|
|||||
|
2020
Q4 | $4.02M | Buy |
|
|||||
|
2020
Q3 | $3.26M | Hold |
|
|||||
|
2020
Q2 | $2.43M | Buy |
|
|||||
|
2020
Q1 | $1.86M | Sell |
|
|||||
|
2019
Q4 | $2.26M | Buy |
|
|||||
|
2019
Q3 | $2.16M | Buy |
|
|||||
|
2019
Q2 | $1.72M | Buy |
|
|||||
|
2019
Q1 | $1.65M | Hold |
|
|||||
|
2018
Q4 | $1.54M | Sell |
|
|||||
|
2018
Q3 | $1.86M | Sell |
|
|||||
|
2018
Q2 | $1.63M | Sell |
|
|||||
|
2018
Q1 | $2.73M | Sell |
|
|||||
|
2017
Q4 | $2.62M | Buy |
|