BWG
Balanced Wealth Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
1,065
+3
| +0.3% | +$775 | 0.12% | 62 |
|
|
2025
Q1 | $285K | Hold |
1,062
| – | – | 0.14% | 56 |
|
|
2024
Q4 | $363K | Buy |
1,062
+3
| +0.3% | +$1.03K | 0.16% | 53 |
|
|
2024
Q3 | $290K | Buy |
1,059
+2
| +0.2% | +$547 | 0.13% | 56 |
|
|
2024
Q2 | $271K | Hold |
1,057
| – | – | 0.12% | 57 |
|
|
2024
Q1 | $291K | Buy |
1,057
+201
| +23% | +$55.3K | 0.13% | 59 |
|
|
2023
Q4 | $225K | Buy |
+856
| New | +$225K | 0.12% | 59 |
|