ZA
Zweig Advisers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-79,000
| Closed | -$6.46M | – | 14 |
|
|
2016
Q2 | $6.46M | Sell |
79,000
-43,000
| -35% | -$3.52M | 1.1% | 62 |
|
|
2016
Q1 | $9.01M | Hold |
122,000
| – | – | 1.51% | 46 |
|
|
2015
Q4 | $9.57M | Buy |
+122,000
| New | +$9.57M | 1.59% | 39 |
|
|
2014
Q1 | – | Sell |
-107,000
| Closed | -$5.91M | – | 70 |
|
|
2013
Q4 | $5.91M | Buy |
+107,000
| New | +$5.91M | 0.81% | 61 |
|