CWM
C2C Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-973
| Closed | -$223K | – | 235 |
|
|
2023
Q2 | $223K | Buy |
+973
| New | +$223K | 0.03% | 226 |
|
|
2022
Q3 | – | Sell |
-1,954
| Closed | -$340K | – | 177 |
|
|
2022
Q2 | $340K | Sell |
1,954
-182
| -9% | -$31.7K | 0.06% | 132 |
|
|
2022
Q1 | $403K | Sell |
2,136
-535
| -20% | -$101K | 0.07% | 134 |
|
|
2021
Q4 | $679K | Buy |
+2,671
| New | +$679K | 0.1% | 109 |
|