BWM
BNC Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,374
| Closed | -$4.47M | – | 97 |
|
|
2024
Q2 | $4.47M | Buy |
17,374
+2,701
| +18% | +$694K | 1.66% | 19 |
|
|
2024
Q1 | $4.42M | Buy |
14,673
+512
| +4% | +$154K | 1.89% | 17 |
|
|
2023
Q4 | $3.73M | Buy |
14,161
+3,514
| +33% | +$925K | 1.76% | 17 |
|
|
2023
Q3 | $2.16M | Buy |
+10,647
| New | +$2.16M | 1.16% | 33 |
|
|
2022
Q2 | – | Sell |
-8,420
| Closed | -$1.79M | – | 115 |
|
|
2022
Q1 | $1.79M | Sell |
8,420
-534
| -6% | -$113K | 0.88% | 34 |
|
|
2021
Q4 | $2.28M | Buy |
8,954
+929
| +12% | +$236K | 1.08% | 29 |
|
|
2021
Q3 | $2.18M | Buy |
8,025
+167
| +2% | +$45.3K | 1.29% | 27 |
|
|
2021
Q2 | $1.92M | Buy |
7,858
+257
| +3% | +$62.8K | 1.16% | 28 |
|
|
2021
Q1 | $1.61M | Buy |
7,601
+245
| +3% | +$51.9K | 1.14% | 28 |
|
|
2020
Q4 | $1.64M | Sell |
7,356
-1,766
| -19% | -$393K | 1.03% | 29 |
|
|
2020
Q3 | $2.29M | Buy |
+9,122
| New | +$2.29M | 1.61% | 14 |
|