CWM
Campbell Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $258K | Buy |
+771
| New | +$258K | 0.02% | 79 |
|
|
2024
Q3 | – | Sell |
-871
| Closed | -$224K | – | 72 |
|
|
2024
Q2 | $224K | Buy |
871
+200
| +30% | +$51.4K | 0.07% | 43 |
|
|
2024
Q1 | $202K | Buy |
+671
| New | +$202K | 0.02% | 91 |
|
|
2020
Q3 | – | Sell |
-345
| Closed | -$65K | – | 120 |
|
|
2020
Q2 | $65K | Buy |
+345
| New | +$65K | 0.01% | 126 |
|