CWM
CCG Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-717
| Closed | -$240K | – | 76 |
|
|
2024
Q4 | $240K | Buy |
+717
| New | +$240K | 0.13% | 64 |
|
|
2024
Q2 | – | Sell |
-731
| Closed | -$220K | – | 72 |
|
|
2024
Q1 | $220K | Buy |
+731
| New | +$220K | 0.13% | 67 |
|
|
2022
Q4 | – | Sell |
-1,527
| Closed | -$220K | – | 102 |
|
|
2022
Q3 | $220K | Buy |
1,527
+48
| +3% | +$6.92K | 0.13% | 82 |
|
|
2022
Q2 | $244K | Buy |
1,479
+4
| +0.3% | +$660 | 0.14% | 84 |
|
|
2022
Q1 | $313K | Buy |
1,475
+477
| +48% | +$101K | 0.15% | 79 |
|
|
2021
Q4 | $254K | Hold |
998
| – | – | 0.13% | 72 |
|
|
2021
Q3 | $271K | Buy |
998
+146
| +17% | +$39.6K | 0.16% | 76 |
|
|
2021
Q2 | $208K | Buy |
+852
| New | +$208K | 0.16% | 77 |
|