WEC
Winslow Evans & Crocker’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.11M | Buy |
7,087
+2,036
| +40% | +$319K | 0.21% | 114 |
|
|
2020
Q3 | $1.27M | Buy |
5,051
+659
| +15% | +$166K | 0.31% | 67 |
|
|
2020
Q2 | $823K | Sell |
4,392
-128
| -3% | -$24K | 0.22% | 100 |
|
|
2020
Q1 | $654K | Sell |
4,520
-1,264
| -22% | -$183K | 0.22% | 99 |
|
|
2019
Q4 | $944K | Buy |
5,784
+2,726
| +89% | +$445K | 0.24% | 92 |
|
|
2019
Q3 | $456K | Sell |
3,058
-990
| -24% | -$148K | 0.13% | 179 |
|
|
2019
Q2 | $616K | Sell |
4,048
-4,044
| -50% | -$615K | 0.17% | 136 |
|
|
2019
Q1 | $1.28M | Sell |
8,092
-186
| -2% | -$29.5K | 0.36% | 63 |
|
|
2018
Q4 | $1.14M | Buy |
8,278
+16
| +0.2% | +$2.2K | 0.38% | 61 |
|
|
2018
Q3 | $1.32M | Buy |
8,262
+2,850
| +53% | +$454K | 0.4% | 56 |
|
|
2018
Q2 | $740K | Sell |
5,412
-276
| -5% | -$37.7K | 0.23% | 107 |
|
|
2018
Q1 | $662K | Buy |
5,688
+30
| +0.5% | +$3.49K | 0.21% | 105 |
|
|
2017
Q4 | $578K | Buy |
5,658
+1,952
| +53% | +$200K | 0.19% | 124 |
|
|
2017
Q3 | $346K | Sell |
3,706
-2,074
| -36% | -$194K | 0.11% | 189 |
|
|
2017
Q2 | $496K | Buy |
5,780
+1,946
| +51% | +$167K | 0.14% | 173 |
|
|
2017
Q1 | $316K | Sell |
3,834
-882
| -19% | -$72.7K | 0.1% | 217 |
|
|
2016
Q4 | $323K | Sell |
4,716
-1,034
| -18% | -$70.8K | 0.1% | 207 |
|
|
2016
Q3 | $410K | Buy |
5,750
+3,246
| +130% | +$231K | 0.12% | 183 |
|
|
2016
Q2 | $199K | Sell |
2,504
-34
| -1% | -$2.7K | 0.06% | 282 |
|
|
2016
Q1 | $187K | Sell |
2,538
-6,074
| -71% | -$448K | 0.06% | 281 |
|
|
2015
Q4 | $675K | Buy |
8,612
+6,004
| +230% | +$471K | 0.19% | 119 |
|
|
2015
Q3 | $181K | Sell |
2,608
-14
| -0.5% | -$971 | 0.06% | 287 |
|
|
2015
Q2 | $183K | Buy |
2,622
+406
| +18% | +$28.3K | 0.05% | 323 |
|
|
2015
Q1 | $148K | Buy |
2,216
+90
| +4% | +$6.01K | 0.04% | 346 |
|
|
2014
Q4 | $126K | Sell |
2,126
-100
| -4% | -$5.93K | 0.04% | 368 |
|
|
2014
Q3 | $128K | Buy |
2,226
+1,000
| +82% | +$57.5K | 0.04% | 385 |
|
|
2014
Q2 | $71.2K | Buy |
1,226
+70
| +6% | +$4.07K | 0.02% | 435 |
|
|
2014
Q1 | $66K | Buy |
1,156
+305
| +36% | +$17.4K | 0.02% | 439 |
|
|
2013
Q4 | $47K | Buy |
+851
| New | +$47K | 0.02% | 521 |
|