Welch Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-52,110
| Closed | -$7.11M | – | 35 |
|
|
2018
Q2 | $7.11M | Hold |
52,110
| – | – | 2.44% | 11 |
|
|
2018
Q1 | $6.06M | Hold |
52,110
| – | – | 2.08% | 14 |
|
|
2017
Q4 | $5.33M | Hold |
52,110
| – | – | 1.9% | 22 |
|
|
2017
Q3 | $4.87M | Sell |
52,110
-2,040
| -4% | -$191K | 1.64% | 31 |
|
|
2017
Q2 | $4.69M | Buy |
54,150
+14,850
| +38% | +$1.29M | 1.55% | 32 |
|
|
2017
Q1 | $3.24M | Buy |
+39,300
| New | +$3.24M | 1.07% | 33 |
|