AWS
AJ Wealth Strategies’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.02M | Buy |
9,562
+96
| +1% | +$20.3K | 0.1% | 93 |
|
|
2023
Q1 | $1.89M | Sell |
9,466
-1,916
| -17% | -$383K | 0.1% | 92 |
|
|
2022
Q4 | $1.51M | Hold |
11,382
| – | – | 0.08% | 105 |
|
|
2022
Q3 | $1.64M | Sell |
11,382
-4,801
| -30% | -$690K | 0.1% | 97 |
|
|
2022
Q2 | $2.67M | Hold |
16,183
| – | – | 0.14% | 74 |
|
|
2022
Q1 | $3.44M | Sell |
16,183
-6,495
| -29% | -$1.38M | 0.17% | 74 |
|
|
2021
Q4 | $5.76M | Sell |
22,678
-379
| -2% | -$96.3K | 0.27% | 44 |
|
|
2021
Q3 | $6.25M | Sell |
23,057
-3,113
| -12% | -$844K | 0.34% | 41 |
|
|
2021
Q2 | $6.39M | Sell |
26,170
-3,630
| -12% | -$887K | 0.38% | 35 |
|
|
2021
Q1 | $6.31M | Sell |
29,800
-3,049
| -9% | -$646K | 0.45% | 26 |
|
|
2020
Q4 | $7.31M | Buy |
32,849
+4,779
| +17% | +$1.06M | 0.64% | 22 |
|
|
2020
Q3 | $7.06M | Sell |
28,070
-13,266
| -32% | -$3.33M | 0.72% | 20 |
|
|
2020
Q2 | $7.74M | Sell |
41,336
-12,256
| -23% | -$2.3M | 0.86% | 17 |
|
|
2020
Q1 | $7.72M | Buy |
+53,592
| New | +$7.72M | 1.05% | 14 |
|