CWM
CarsonAllaria Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-130
| Closed | -$26K | – | 390 |
|
|
2023
Q1 | $26K | Hold |
130
| – | – | 0.02% | 146 |
|
|
2022
Q4 | $17K | Sell |
130
-37
| -22% | -$4.84K | 0.01% | 160 |
|
|
2022
Q3 | $24K | Hold |
167
| – | – | 0.02% | 135 |
|
|
2022
Q2 | $28K | Hold |
167
| – | – | 0.03% | 132 |
|
|
2022
Q1 | $35K | Hold |
167
| – | – | 0.03% | 123 |
|
|
2021
Q4 | $42K | Buy |
+167
| New | +$42K | 0.04% | 129 |
|