DJYG
David J. Yvars Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
4,163
+938
| +29% | +$256K | 0.67% | 24 |
|
|
2025
Q1 | $865K | Sell |
3,225
-145
| -4% | -$38.9K | 0.68% | 24 |
|
|
2024
Q4 | $1.13M | Sell |
3,370
-10
| -0.3% | -$3.34K | 0.69% | 24 |
|
|
2024
Q3 | $925K | Sell |
3,380
-13,014
| -79% | -$3.56M | 0.57% | 29 |
|
|
2024
Q2 | $4.21M | Sell |
16,394
-168
| -1% | -$43.2K | 2.64% | 12 |
|
|
2024
Q1 | $4.99M | Buy |
16,562
+252
| +2% | +$75.9K | 3.36% | 8 |
|
|
2023
Q4 | $4.29M | Sell |
16,310
-290
| -2% | -$76.3K | 3.45% | 9 |
|
|
2023
Q3 | $3.37M | Buy |
16,600
+195
| +1% | +$39.5K | 2.81% | 10 |
|
|
2023
Q2 | $3.47M | Buy |
16,405
+14,145
| +626% | +$2.99M | 2.86% | 9 |
|
|
2023
Q1 | $452K | Hold |
2,260
| – | – | 0.41% | 42 |
|
|
2022
Q4 | $300K | Hold |
2,260
| – | – | 0.38% | 42 |
|
|
2022
Q3 | $325K | Sell |
2,260
-205
| -8% | -$29.5K | 0.36% | 42 |
|
|
2022
Q2 | $415K | Buy |
2,465
+65
| +3% | +$10.9K | 0.56% | 34 |
|
|
2022
Q1 | $510K | Sell |
2,400
-85
| -3% | -$18.1K | 0.35% | 38 |
|
|
2021
Q4 | $632K | Buy |
2,485
+135
| +6% | +$34.3K | 0.39% | 35 |
|
|
2021
Q3 | $647K | Hold |
2,350
| – | – | 0.38% | 40 |
|
|
2021
Q2 | $574K | Hold |
2,350
| – | – | 0.32% | 47 |
|
|
2021
Q1 | $498K | Sell |
2,350
-130
| -5% | -$27.5K | 0.32% | 46 |
|
|
2020
Q4 | $552K | Buy |
+2,480
| New | +$552K | 0.37% | 38 |
|