AWP
Accretive Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,674
| Closed | -$1.19M | – | 113 |
|
|
2021
Q4 | $1.19M | Buy |
4,674
+52
| +1% | +$13.2K | 0.76% | 47 |
|
|
2021
Q3 | $1.25M | Buy |
4,622
+77
| +2% | +$20.9K | 0.88% | 38 |
|
|
2021
Q2 | $1.11M | Buy |
4,545
+198
| +5% | +$48.4K | 0.8% | 49 |
|
|
2021
Q1 | $921K | Buy |
+4,347
| New | +$921K | 0.83% | 47 |
|