INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Salesforce, Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.51M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-12.85%
quarter
Salesforce, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.85% | -198 shares | -256K | $143.84 | 10.52K |
| Q2 2022 | share | Increase | +2.31% | 242 shares | -455K | $165.04 | 10.72K |
| Q1 2022 | share | Increase | +8.84% | 851 shares | -222K | $212.32 | 10.48K |
| Q4 2021 | share | Increase | +4.37% | 403 shares | -56K | $255.33 | 9.63K |
| Q3 2021 | share | Increase | +1.21% | 110 shares | 276K | $271.22 | 9.22K |
| Q2 2021 | share | Decrease | -0.73% | -67 shares | 281K | $244.27 | 9.11K |
| Q1 2021 | share | Increase | +2.18% | 196 shares | -54K | $211.87 | 9.18K |
| Q4 2020 | share | Increase | +5.68% | 483 shares | -137K | $222.53 | 8.98K |
| Q3 2020 | share | Increase | +2.66% | 220 shares | 585K | $251.32 | 8.50K |
| Q2 2020 | share | Increase | +0.78% | 64 shares | 368K | $187.33 | 8.28K |
| Q1 2020 | share | Decrease | -5.67% | -494 shares | -233K | $143.98 | 8.22K |
| Q4 2019 | share | Increase | +0.07% | 6 shares | 124K | $162.64 | 8.71K |
| Q3 2019 | share | Increase | +55.85% | 3.12K shares | 445K | $148.44 | 8.70K |
| Q2 2019 | share | Decrease | -5.34% | -315 shares | -87K | $151.73 | 5.58K |
| Q1 2019 | share | Increase | +8.17% | 446 shares | 188K | $158.37 | 5.90K |
| Q4 2018 | share | Increase | 0.00% | 5.45K shares | 747K | $136.97 | 5.45K |
| Q3 2017 | share | Decrease | -100.00% | -3.39K shares | -294K | $93.42 | 0 |
| Q2 2017 | share | Increase | 0.00% | 3.39K shares | 294K | $86.6 | 3.39K |