BFWA
Benchmark Financial Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
989
+42
| +4% | +$11.5K | 0.09% | 92 |
|
|
2025
Q1 | $254K | Buy |
+947
| New | +$254K | 0.1% | 88 |
|
|
2022
Q1 | – | Sell |
-902
| Closed | -$229K | – | 78 |
|
|
2021
Q4 | $229K | Sell |
902
-12
| -1% | -$3.05K | 0.1% | 65 |
|
|
2021
Q3 | $248K | Buy |
+914
| New | +$248K | 0.12% | 59 |
|
|
2021
Q1 | – | Sell |
-1,703
| Closed | -$379K | – | 64 |
|
|
2020
Q4 | $379K | Buy |
1,703
+317
| +23% | +$70.5K | 0.21% | 40 |
|
|
2020
Q3 | $348K | Buy |
1,386
+241
| +21% | +$60.5K | 0.22% | 40 |
|
|
2020
Q2 | $214K | Buy |
+1,145
| New | +$214K | 0.16% | 49 |
|