AW
Alaethes Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,064
| Closed | -$1.17M | – | 102 |
|
|
2022
Q2 | $1.17M | Buy |
7,064
+566
| +9% | +$93.4K | 0.86% | 40 |
|
|
2022
Q1 | $1.38M | Buy |
6,498
+1,070
| +20% | +$227K | 0.88% | 36 |
|
|
2021
Q4 | $1.38M | Buy |
5,428
+21
| +0.4% | +$5.34K | 0.87% | 36 |
|
|
2021
Q3 | $1.47M | Buy |
5,407
+90
| +2% | +$24.4K | 1.07% | 22 |
|
|
2021
Q2 | $1.3M | Buy |
5,317
+492
| +10% | +$120K | 1% | 29 |
|
|
2021
Q1 | $1.02M | Buy |
+4,825
| New | +$1.02M | 0.95% | 36 |
|