SUMMIT WEALTH & RETIREMENT PLANNING, INC. – Salesforce, Inc. Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$461,000
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 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 | 0.00% | 0 shares | -68K | $143.84 | 3.20K | |
| Q2 2022 | share | Decrease | -1.69% | -55 shares | -164K | $165.04 | 3.20K |
| Q1 2022 | share | Decrease | -3.97% | -135 shares | -171K | $212.32 | 3.26K |
| Q4 2021 | share | Decrease | -6.03% | -218 shares | -117K | $255.33 | 3.39K |
| Q3 2021 | share | Increase | +2.20% | 78 shares | 117K | $271.22 | 3.61K |
| Q2 2021 | share | Decrease | -4.46% | -165 shares | 79K | $244.27 | 3.53K |
| Q1 2021 | share | Decrease | -1.46% | -55 shares | -51K | $211.87 | 3.70K |
| Q4 2020 | share | Increase | +0.67% | 25 shares | -102K | $222.53 | 3.75K |
| Q3 2020 | share | Decrease | -1.19% | -45 shares | 230K | $251.32 | 3.73K |
| Q2 2020 | share | Decrease | -5.74% | -230 shares | 131K | $187.33 | 3.77K |
| Q1 2020 | share | Decrease | -1.84% | -75 shares | -87K | $143.98 | 4.00K |
| Q4 2019 | share | Decrease | -2.48% | -104 shares | 42K | $162.64 | 4.08K |
| Q3 2019 | share | Increase | 0.00% | 4.18K shares | 622K | $148.44 | 4.18K |