WFG Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $159K | Buy |
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|
2017
Q1 | $66K | Sell |
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|
2016
Q4 | $135K | Buy |
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|
2016
Q3 | $37K | Sell |
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|
2016
Q2 | $56K | Buy |
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|
2016
Q1 | $22K | Sell |
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|
2015
Q4 | $75K | Buy |
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|
2015
Q3 | $14K | Hold |
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|
2015
Q2 | $14K | Buy |
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|
2015
Q1 | $9K | Sell |
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|
2014
Q4 | $417K | Buy |
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|
2014
Q3 | $260K | Hold |
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|
2014
Q2 | $263K | Hold |
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|
2014
Q1 | $259K | Hold |
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|
2013
Q4 | $250K | Sell |
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|
2013
Q3 | $240K | Sell |
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|
2013
Q2 | $200K | Buy |
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