BWA
BDO Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.88M | Buy |
18,346
+80
| +0.4% | +$16.9K | 0.44% | 50 |
|
|
2023
Q1 | $3.65M | Sell |
18,266
-493
| -3% | -$98.5K | 0.45% | 43 |
|
|
2022
Q4 | $2.49M | Hold |
18,759
| – | – | 0.31% | 69 |
|
|
2022
Q3 | $2.7M | Buy |
18,759
+50
| +0.3% | +$7.19K | 0.36% | 59 |
|
|
2022
Q2 | $3.09M | Sell |
18,709
-258
| -1% | -$42.6K | 0.38% | 48 |
|
|
2022
Q1 | $4.03M | Buy |
18,967
+266
| +1% | +$56.5K | 0.43% | 41 |
|
|
2021
Q4 | $4.75M | Buy |
18,701
+12,467
| +200% | +$3.17M | 0.5% | 43 |
|
|
2021
Q3 | $1.69M | Sell |
6,234
-6
| -0.1% | -$1.63K | 0.19% | 91 |
|
|
2021
Q2 | $1.52M | Buy |
6,240
+207
| +3% | +$50.6K | 0.17% | 106 |
|
|
2021
Q1 | $1.28M | Buy |
6,033
+4,675
| +344% | +$990K | 0.15% | 113 |
|
|
2020
Q4 | $302K | Sell |
1,358
-4
| -0.3% | -$890 | 0.04% | 197 |
|
|
2020
Q3 | $342K | Buy |
1,362
+196
| +17% | +$49.2K | 0.06% | 163 |
|
|
2020
Q2 | $218K | Sell |
1,166
-85
| -7% | -$15.9K | 0.04% | 207 |
|
|
2020
Q1 | $180K | Buy |
1,251
+34
| +3% | +$4.89K | 0.04% | 212 |
|
|
2019
Q4 | $198K | Hold |
1,217
| – | – | 0.05% | 190 |
|
|
2019
Q3 | $181K | Sell |
1,217
-47
| -4% | -$6.99K | 0.05% | 202 |
|
|
2019
Q2 | $192K | Buy |
1,264
+824
| +187% | +$125K | 0.05% | 192 |
|
|
2019
Q1 | $70K | Buy |
440
+190
| +76% | +$30.2K | 0.02% | 249 |
|
|
2018
Q4 | $34K | Hold |
250
| – | – | 0.01% | 291 |
|
|
2018
Q3 | $40K | Hold |
250
| – | – | 0.01% | 313 |
|
|
2018
Q2 | $34K | Buy |
+250
| New | +$34K | 0.01% | 333 |
|