AWA
ARS Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.03M | Buy |
8,319
+1,932
| +30% | +$472K | 0.37% | 41 |
|
|
2021
Q1 | $1.35M | Buy |
6,387
+3,746
| +142% | +$794K | 0.29% | 41 |
|
|
2020
Q4 | $588K | Buy |
2,641
+154
| +6% | +$34.3K | 0.13% | 64 |
|
|
2020
Q3 | $625K | Buy |
2,487
+15
| +0.6% | +$3.77K | 0.17% | 55 |
|
|
2020
Q2 | $463K | Buy |
2,472
+47
| +2% | +$8.8K | 0.14% | 61 |
|
|
2020
Q1 | $349K | Buy |
2,425
+205
| +9% | +$29.5K | 0.15% | 65 |
|
|
2019
Q4 | $361K | Sell |
2,220
-665
| -23% | -$108K | 0.1% | 75 |
|
|
2019
Q3 | $428K | Sell |
2,885
-20
| -0.7% | -$2.97K | 0.14% | 66 |
|
|
2019
Q2 | $441K | Hold |
2,905
| – | – | 0.14% | 67 |
|
|
2019
Q1 | $460K | Buy |
2,905
+210
| +8% | +$33.3K | 0.15% | 69 |
|
|
2018
Q4 | $369K | Sell |
2,695
-360
| -12% | -$49.3K | 0.13% | 74 |
|
|
2018
Q3 | $486K | Buy |
3,055
+120
| +4% | +$19.1K | 0.16% | 71 |
|
|
2018
Q2 | $400K | Buy |
2,935
+200
| +7% | +$27.3K | 0.14% | 72 |
|
|
2018
Q1 | $318K | Sell |
2,735
-550
| -17% | -$63.9K | 0.12% | 84 |
|
|
2017
Q4 | $336K | Sell |
3,285
-565
| -15% | -$57.8K | 0.12% | 86 |
|
|
2017
Q3 | $360K | Sell |
3,850
-1,160
| -23% | -$108K | 0.14% | 84 |
|
|
2017
Q2 | $434K | Buy |
5,010
+905
| +22% | +$78.4K | 0.18% | 70 |
|
|
2017
Q1 | $339K | Sell |
4,105
-700
| -15% | -$57.8K | 0.15% | 81 |
|
|
2016
Q4 | $329K | Buy |
4,805
+1,793
| +60% | +$123K | 0.15% | 72 |
|
|
2016
Q3 | $215K | Buy |
+3,012
| New | +$215K | 0.09% | 93 |
|