BDWM
Brewin Dolphin Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $87K | Buy |
529
+44
| +9% | +$7.24K | 0.01% | 159 |
|
|
2022
Q1 | $103K | Sell |
485
-105
| -18% | -$22.3K | 0.01% | 154 |
|
|
2021
Q4 | $150K | Sell |
590
-75
| -11% | -$19.1K | 0.02% | 144 |
|
|
2021
Q3 | $180K | Buy |
665
+75
| +13% | +$20.3K | 0.02% | 135 |
|
|
2021
Q2 | $144K | Hold |
590
| – | – | 0.02% | 144 |
|
|
2021
Q1 | $125K | Buy |
590
+50
| +9% | +$10.6K | 0.02% | 133 |
|
|
2020
Q4 | $120K | Buy |
540
+155
| +40% | +$34.5K | 0.02% | 127 |
|
|
2020
Q3 | $96.8K | Hold |
385
| – | – | 0.02% | 128 |
|
|
2020
Q2 | $72.1K | Hold |
385
| – | – | 0.02% | 137 |
|
|
2020
Q1 | $55.4K | Hold |
385
| – | – | 0.03% | 106 |
|
|
2019
Q4 | $62.6K | Sell |
385
-94
| -20% | -$15.3K | 0.03% | 111 |
|
|
2019
Q3 | $71.1K | Hold |
479
| – | – | 0.04% | 101 |
|
|
2019
Q2 | $72.7K | Buy |
479
+94
| +24% | +$14.3K | 0.04% | 103 |
|
|
2019
Q1 | $61K | Hold |
385
| – | – | 0.03% | 107 |
|
|
2018
Q4 | $52.7K | Hold |
385
| – | – | 0.03% | 105 |
|
|
2018
Q3 | $61.2K | Hold |
385
| – | – | 0.03% | 106 |
|
|
2018
Q2 | $52.5K | Hold |
385
| – | – | 0.03% | 103 |
|
|
2018
Q1 | $44.8K | Hold |
385
| – | – | 0.03% | 110 |
|
|
2017
Q4 | $39.4K | Hold |
385
| – | – | 0.03% | 112 |
|
|
2017
Q3 | $36K | Buy |
+385
| New | +$36K | 0.03% | 105 |
|