AWM
Avondale Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-80
| Closed | -$20K | – | 123 |
|
|
2021
Q4 | $20K | Hold |
80
| – | – | 0.02% | 91 |
|
|
2021
Q3 | $22K | Hold |
80
| – | – | 0.02% | 92 |
|
|
2021
Q2 | $20K | Hold |
80
| – | – | 0.02% | 91 |
|
|
2021
Q1 | $17K | Hold |
80
| – | – | 0.02% | 89 |
|
|
2020
Q4 | $18K | Hold |
80
| – | – | 0.02% | 85 |
|
|
2020
Q3 | $20K | Hold |
80
| – | – | 0.03% | 75 |
|
|
2020
Q2 | $15K | Hold |
80
| – | – | 0.02% | 73 |
|
|
2020
Q1 | $12K | Hold |
80
| – | – | 0.02% | 84 |
|
|
2019
Q4 | $13K | Hold |
80
| – | – | 0.02% | 86 |
|
|
2019
Q3 | $12K | Sell |
80
-80
| -50% | -$12K | 0.02% | 87 |
|
|
2019
Q2 | $24K | Hold |
160
| – | – | 0.02% | 73 |
|
|
2019
Q1 | $25K | Buy |
160
+80
| +100% | +$12.5K | 0.02% | 72 |
|
|
2018
Q4 | $11K | Buy |
+80
| New | +$11K | 0.01% | 93 |
|