BWM
Baystate Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.76M | Buy |
10,481
+24
| +0.2% | +$6.32K | 0.2% | 46 |
|
|
2023
Q3 | $2.12M | Buy |
10,457
+1,332
| +15% | +$270K | 0.17% | 52 |
|
|
2023
Q2 | $1.93M | Sell |
9,125
-185
| -2% | -$39.1K | 0.16% | 55 |
|
|
2023
Q1 | $1.86M | Buy |
9,310
+2,081
| +29% | +$416K | 0.16% | 57 |
|
|
2022
Q4 | $958K | Sell |
7,229
-1,857
| -20% | -$246K | 0.09% | 102 |
|
|
2022
Q3 | $1.31M | Buy |
9,086
+25
| +0.3% | +$3.6K | 0.13% | 65 |
|
|
2022
Q2 | $1.5M | Sell |
9,061
-2,137
| -19% | -$353K | 0.15% | 57 |
|
|
2022
Q1 | $2.38M | Buy |
11,198
+10,475
| +1,449% | +$2.22M | 0.21% | 39 |
|
|
2021
Q4 | $184K | Buy |
723
+78
| +12% | +$19.9K | 0.02% | 185 |
|
|
2021
Q3 | $175K | Sell |
645
-16
| -2% | -$4.34K | 0.02% | 161 |
|
|
2021
Q2 | $161K | Hold |
661
| – | – | 0.02% | 161 |
|
|
2021
Q1 | $140K | Buy |
661
+81
| +14% | +$17.2K | 0.01% | 165 |
|
|
2020
Q4 | $129K | Buy |
580
+21
| +4% | +$4.67K | 0.01% | 151 |
|
|
2020
Q3 | $140K | Sell |
559
-559
| -50% | -$140K | 0.02% | 137 |
|
|
2020
Q2 | $209K | Buy |
1,118
+103
| +10% | +$19.3K | 0.02% | 110 |
|
|
2020
Q1 | $146K | Hold |
1,015
| – | – | 0.02% | 115 |
|
|
2019
Q4 | $165K | Hold |
1,015
| – | – | 0.02% | 127 |
|
|
2019
Q3 | $151K | Sell |
1,015
-300
| -23% | -$44.6K | 0.02% | 121 |
|
|
2019
Q2 | $203K | Hold |
1,315
| – | – | 0.03% | 106 |
|
|
2019
Q1 | $210K | Sell |
1,315
-22
| -2% | -$3.51K | 0.03% | 105 |
|
|
2018
Q4 | $204K | Buy |
1,337
+893
| +201% | +$136K | 0.03% | 98 |
|
|
2018
Q3 | $61K | Buy |
444
+300
| +208% | +$41.2K | 0.01% | 174 |
|
|
2018
Q2 | $21K | Buy |
144
+50
| +53% | +$7.29K | ﹤0.01% | 280 |
|
|
2018
Q1 | $11K | Buy |
94
+10
| +12% | +$1.17K | ﹤0.01% | 346 |
|
|
2017
Q4 | $9K | Hold |
84
| – | – | ﹤0.01% | 379 |
|
|
2017
Q3 | $8K | Hold |
84
| – | – | ﹤0.01% | 366 |
|
|
2017
Q2 | $8K | Hold |
84
| – | – | ﹤0.01% | 368 |
|
|
2017
Q1 | $7K | Buy |
84
+40
| +91% | +$3.33K | ﹤0.01% | 361 |
|
|
2016
Q4 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 386 |
|