AWM
Axxcess Wealth Management’s Sprinklr CXM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-381,446
| Closed | -$4.94M | – | 615 |
|
|
2023
Q1 | $4.94M | Sell |
381,446
-26,852
| -7% | -$348K | 0.37% | 59 |
|
|
2022
Q4 | $3.34M | Sell |
408,298
-13,454
| -3% | -$110K | 0.28% | 80 |
|
|
2022
Q3 | $3.89M | Hold |
421,752
| – | – | 0.37% | 60 |
|
|
2022
Q2 | $4.26M | Hold |
421,752
| – | – | 0.39% | 56 |
|
|
2022
Q1 | $5.02M | Buy |
421,752
+126,525
| +43% | +$1.51M | 0.39% | 53 |
|
|
2021
Q4 | $4.69M | Buy |
+295,227
| New | +$4.69M | 0.34% | 56 |
|