CWM
Catamount Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.11M | Buy |
+13,305
| New | +$2.11M | 1.2% | 20 |
|
|
2018
Q4 | – | Sell |
-34,945
| Closed | -$5.56M | – | 203 |
|
|
2018
Q3 | $5.56M | Buy |
34,945
+2,305
| +7% | +$367K | 2.66% | 14 |
|
|
2018
Q2 | $4.75M | Buy |
32,640
+4,320
| +15% | +$629K | 2.3% | 15 |
|
|
2018
Q1 | $3.29M | Buy |
28,320
+55
| +0.2% | +$6.4K | 1.76% | 19 |
|
|
2017
Q4 | $2.89M | Buy |
28,265
+3,615
| +15% | +$370K | 1.61% | 20 |
|
|
2017
Q3 | $2.3M | Sell |
24,650
-735
| -3% | -$68.7K | 1.34% | 21 |
|
|
2017
Q2 | $2.2M | Buy |
+25,385
| New | +$2.2M | 1.34% | 23 |
|