WealthTrust-Arizona’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $7K | Hold |
51
| – | – | ﹤0.01% | 424 |
|
|
2018
Q3 | $8K | Hold |
51
| – | – | ﹤0.01% | 437 |
|
|
2018
Q2 | $7K | Hold |
51
| – | – | ﹤0.01% | 455 |
|
|
2018
Q1 | $6K | Hold |
51
| – | – | ﹤0.01% | 468 |
|
|
2017
Q4 | $5K | Hold |
51
| – | – | ﹤0.01% | 487 |
|
|
2017
Q3 | $5K | Sell |
51
-50
| -50% | -$4.9K | ﹤0.01% | 492 |
|
|
2017
Q2 | $9K | Sell |
101
-50
| -33% | -$4.46K | ﹤0.01% | 398 |
|
|
2017
Q1 | $12K | Hold |
151
| – | – | 0.01% | 346 |
|
|
2016
Q4 | $10K | Buy |
151
+55
| +57% | +$3.64K | 0.01% | 371 |
|
|
2016
Q3 | $7K | Hold |
96
| – | – | ﹤0.01% | 420 |
|
|
2016
Q2 | $8K | Hold |
96
| – | – | ﹤0.01% | 385 |
|
|
2016
Q1 | $7K | Sell |
96
-64
| -40% | -$4.67K | ﹤0.01% | 409 |
|
|
2015
Q4 | $13K | Sell |
160
-30
| -16% | -$2.44K | 0.01% | 335 |
|
|
2015
Q3 | $13K | Sell |
190
-100
| -34% | -$6.84K | 0.01% | 336 |
|
|
2015
Q2 | $20K | Hold |
290
| – | – | 0.01% | 285 |
|
|
2015
Q1 | $19K | Hold |
290
| – | – | 0.01% | 293 |
|
|
2014
Q4 | $17K | Buy |
290
+100
| +53% | +$5.86K | 0.01% | 314 |
|
|
2014
Q3 | $11K | Hold |
190
| – | – | 0.01% | 398 |
|
|
2014
Q2 | $11K | Sell |
190
-19
| -9% | -$1.1K | 0.01% | 394 |
|
|
2014
Q1 | $12K | Sell |
209
-2
| -0.9% | -$115 | 0.01% | 392 |
|
|
2013
Q4 | $12K | Hold |
211
| – | – | 0.01% | 372 |
|
|
2013
Q3 | $11K | Buy |
211
+100
| +90% | +$5.21K | 0.01% | 336 |
|
|
2013
Q2 | $4K | Buy |
+111
| New | +$4K | 0.01% | 454 |
|