YorkBridge Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.52M | Sell |
|
|||||
|
2022
Q3 | $5.34M | Buy |
|
|||||
|
2022
Q2 | $5.53M | Sell |
|
|||||
|
2022
Q1 | $7.2M | Buy |
|
|||||
|
2021
Q4 | $6.05M | Buy |
|
|||||
|
2021
Q3 | $6.16M | Buy |
|
|||||
|
2021
Q2 | $5.31M | Buy |
|
|||||
|
2021
Q1 | $4.59M | Buy |
|
|||||
|
2020
Q4 | $3.78M | Buy |
|
|||||
|
2020
Q3 | $4.04M | Buy |
|
|||||
|
2020
Q2 | $2.63M | Buy |
|
|||||
|
2020
Q1 | $1.63M | Buy |
|
|||||
|
2019
Q4 | $1.14M | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $178K | Hold |
|
|||||
|
2019
Q1 | $185K | Sell |
|
|||||
|
2018
Q4 | $167K | Buy |
|
|||||
|
2018
Q3 | $131K | Sell |
|
|||||
|
2018
Q2 | $1.25M | Sell |
|
|||||
|
2018
Q1 | $1.12M | Sell |
|
|||||
|
2017
Q4 | $1M | Buy |
|
|||||
|
2017
Q3 | $845K | Buy |
|
|||||
|
2017
Q2 | $759K | Hold |
|
|||||
|
2017
Q1 | $768K | Sell |
|
|||||
|
2016
Q4 | $700K | Buy |
|