BCWM
Blue Chip Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.23M | Buy |
4,881
+822
| +20% | +$207K | 0.97% | 28 |
|
|
2020
Q2 | $760K | Buy |
4,059
+7
| +0.2% | +$1.31K | 0.72% | 38 |
|
|
2020
Q1 | $583K | Sell |
4,052
-1,046
| -21% | -$150K | 0.73% | 37 |
|
|
2019
Q4 | $829K | Buy |
5,098
+5
| +0.1% | +$813 | 0.77% | 38 |
|
|
2019
Q3 | $756K | Sell |
5,093
-225
| -4% | -$33.4K | 0.79% | 38 |
|
|
2019
Q2 | $807K | Buy |
5,318
+211
| +4% | +$32K | 0.85% | 35 |
|
|
2019
Q1 | $809K | Buy |
5,107
+250
| +5% | +$39.6K | 0.92% | 35 |
|
|
2018
Q4 | $665K | Sell |
4,857
-326
| -6% | -$44.6K | 0.87% | 35 |
|
|
2018
Q3 | $824K | Buy |
5,183
+942
| +22% | +$150K | 0.83% | 36 |
|
|
2018
Q2 | $578K | Buy |
4,241
+2,063
| +95% | +$281K | 0.63% | 49 |
|
|
2018
Q1 | $253K | Buy |
+2,178
| New | +$253K | 0.26% | 87 |
|