Weaver Consulting Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-681
| Closed | -$205K | – | 208 |
|
|
2024
Q1 | $205K | Buy |
+681
| New | +$205K | 0.08% | 192 |
|
|
2020
Q4 | – | Sell |
-365
| Closed | -$92K | – | 286 |
|
|
2020
Q3 | $92K | Buy |
365
+10
| +3% | +$2.52K | 0.05% | 197 |
|
|
2020
Q2 | $67K | Buy |
355
+105
| +42% | +$19.8K | 0.04% | 223 |
|
|
2020
Q1 | $36K | Buy |
250
+112
| +81% | +$16.1K | 0.02% | 258 |
|
|
2019
Q4 | $21K | Hold |
138
| – | – | 0.01% | 355 |
|
|
2019
Q3 | $22K | Hold |
138
| – | – | 0.01% | 332 |
|
|
2019
Q2 | $21K | Hold |
138
| – | – | 0.01% | 333 |
|
|
2019
Q1 | $21K | Buy |
+138
| New | +$21K | 0.01% | 715 |
|