Willingdon Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $91K | Sell |
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|
2019
Q4 | $112K | Sell |
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|
2019
Q3 | $108K | Buy |
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|
2019
Q2 | $104K | Sell |
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|
2019
Q1 | $150K | Sell |
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|
2018
Q4 | $226K | Sell |
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|
2018
Q3 | $366K | Sell |
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|
2018
Q2 | $4.19M | Buy |
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|
2018
Q1 | $3.42M | Buy |
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|
2017
Q4 | $2.85M | Buy |
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|
2017
Q3 | $2.53M | Buy |
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|
2017
Q2 | $2.27M | Buy |
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|
2017
Q1 | $2.14M | Sell |
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|
2016
Q4 | $2.83M | Buy |
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|
2016
Q3 | $2.08M | Buy |
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|
2016
Q2 | $2.29M | Buy |
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|
2016
Q1 | $1.99M | Buy |
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