CWA
Carolina Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.91K | Hold |
29
| – | – | ﹤0.01% | 155 |
|
|
2025
Q1 | $7.78K | Hold |
29
| – | – | ﹤0.01% | 149 |
|
|
2024
Q4 | $9.7K | Sell |
29
-26
| -47% | -$8.69K | 0.01% | 148 |
|
|
2024
Q3 | $15.1K | Buy |
55
+29
| +112% | +$7.94K | 0.01% | 149 |
|
|
2024
Q2 | $6.69K | Hold |
26
| – | – | ﹤0.01% | 156 |
|
|
2024
Q1 | $7.83K | Hold |
26
| – | – | ﹤0.01% | 153 |
|
|
2023
Q4 | $6.84K | Hold |
26
| – | – | ﹤0.01% | 173 |
|
|
2023
Q3 | $5.27K | Hold |
26
| – | – | ﹤0.01% | 187 |
|
|
2023
Q2 | $5.49K | Hold |
26
| – | – | ﹤0.01% | 177 |
|
|
2023
Q1 | $5.19K | Hold |
26
| – | – | ﹤0.01% | 177 |
|
|
2022
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 190 |
|
|
2022
Q3 | $4K | Hold |
26
| – | – | ﹤0.01% | 177 |
|
|
2022
Q2 | $4K | Hold |
26
| – | – | ﹤0.01% | 199 |
|
|
2022
Q1 | $6K | Hold |
26
| – | – | ﹤0.01% | 202 |
|
|
2021
Q4 | $7K | Hold |
26
| – | – | ﹤0.01% | 200 |
|
|
2021
Q3 | $7K | Sell |
26
-32
| -55% | -$8.62K | ﹤0.01% | 194 |
|
|
2021
Q2 | $14K | Hold |
58
| – | – | 0.01% | 178 |
|
|
2021
Q1 | $12K | Hold |
58
| – | – | 0.01% | 193 |
|
|
2020
Q4 | $13K | Buy |
58
+32
| +123% | +$7.17K | 0.01% | 137 |
|
|
2020
Q3 | $7K | Hold |
26
| – | – | 0.01% | 154 |
|
|
2020
Q2 | $5K | Hold |
26
| – | – | ﹤0.01% | 140 |
|
|
2020
Q1 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 138 |
|