AFWM
AMJ Financial Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,469
| Closed | -$312K | – | 59 |
|
|
2022
Q1 | $312K | Sell |
1,469
-12,328
| -89% | -$2.62M | 0.13% | 67 |
|
|
2021
Q4 | $3.51M | Buy |
13,797
+3,787
| +38% | +$962K | 1.27% | 29 |
|
|
2021
Q3 | $2.72M | Buy |
10,010
+973
| +11% | +$264K | 1.11% | 34 |
|
|
2021
Q2 | $2.21M | Buy |
9,037
+97
| +1% | +$23.7K | 0.96% | 37 |
|
|
2021
Q1 | $1.89M | Sell |
8,940
-8,939
| -50% | -$1.89M | 0.92% | 35 |
|
|
2020
Q4 | $3.98M | Buy |
17,879
+456
| +3% | +$101K | 2.03% | 22 |
|
|
2020
Q3 | $4.38M | Sell |
17,423
-2,701
| -13% | -$679K | 2.58% | 17 |
|
|
2020
Q2 | $3.77M | Buy |
+20,124
| New | +$3.77M | 2.57% | 17 |
|