CWM
Cordatus Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Buy |
+20,686
| New | +$5.64M | 1.39% | 14 |
|
|
2022
Q1 | – | Sell |
-17,254
| Closed | -$4.39M | – | 160 |
|
|
2021
Q4 | $4.39M | Buy |
17,254
+2,465
| +17% | +$626K | 1.28% | 14 |
|
|
2021
Q3 | $4.01M | Buy |
+14,789
| New | +$4.01M | 3.08% | 6 |
|
|
2021
Q1 | $4.21M | Sell |
19,873
-738
| -4% | -$156K | 1.61% | 7 |
|
|
2020
Q4 | $4.59M | Buy |
+20,611
| New | +$4.59M | 1.94% | 5 |
|