WealthTrust Fairport’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $4.33M | Buy |
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|
2018
Q4 | $2.84M | Buy |
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|
2018
Q3 | $2.3M | Buy |
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|
2018
Q2 | $7K | Sell |
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|
2018
Q1 | $49K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1K | Hold |
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|
2014
Q3 | $1K | Hold |
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|
2014
Q2 | $1K | Hold |
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|
2014
Q1 | $1K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1K | Sell |
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|
2013
Q2 | $8K | Buy |
|