WealthTrust Fairport’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $4.33M | Buy |
27,310
+6,571
| +32% | +$1.04M | 0.41% | 65 |
|
|
2018
Q4 | $2.84M | Buy |
20,739
+6,276
| +43% | +$860K | 0.3% | 69 |
|
|
2018
Q3 | $2.3M | Buy |
14,463
+14,410
| +27,189% | +$2.29M | 0.21% | 83 |
|
|
2018
Q2 | $7K | Sell |
53
-365
| -87% | -$48.2K | ﹤0.01% | 400 |
|
|
2018
Q1 | $49K | Buy |
+418
| New | +$49K | ﹤0.01% | 239 |
|
|
2015
Q1 | – | Sell |
-18
| Closed | -$1K | – | 194 |
|
|
2014
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 432 |
|
|
2014
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 341 |
|
|
2014
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 322 |
|
|
2014
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 269 |
|
|
2013
Q4 | – | Sell |
-12
| Closed | -$1K | – | 319 |
|
|
2013
Q3 | $1K | Sell |
12
-188
| -94% | -$15.7K | ﹤0.01% | 410 |
|
|
2013
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 262 |
|