CSWM
Cassady Schiller Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $151K | Buy |
453
+82
| +22% | +$27.4K | 0.06% | 133 |
|
|
2024
Q3 | $102K | Hold |
371
| – | – | 0.04% | 155 |
|
|
2024
Q2 | $95.4K | Hold |
371
| – | – | 0.04% | 157 |
|
|
2024
Q1 | $112K | Buy |
371
+6
| +2% | +$1.81K | 0.05% | 147 |
|
|
2023
Q4 | $96K | Hold |
365
| – | – | 0.05% | 152 |
|
|
2023
Q3 | $74K | Hold |
365
| – | – | 0.04% | 163 |
|
|
2023
Q2 | $77.1K | Buy |
365
+31
| +9% | +$6.55K | 0.04% | 164 |
|
|
2023
Q1 | $66.7K | Hold |
334
| – | – | 0.03% | 176 |
|
|
2022
Q4 | $44.3K | Buy |
+334
| New | +$44.3K | 0.03% | 205 |
|
|
2022
Q1 | – | Sell |
-352
| Closed | -$89K | – | 215 |
|
|
2021
Q4 | $89K | Buy |
+352
| New | +$89K | 0.05% | 144 |
|