DWA
Delos Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6K | Buy |
+50
| New | +$13.6K | 0.01% | 156 |
|
|
2025
Q1 | – | Sell |
-18
| Closed | -$6.02K | – | 81 |
|
|
2024
Q4 | $6.02K | Buy |
+18
| New | +$6.02K | ﹤0.01% | 127 |
|
|
2024
Q3 | – | Sell |
-13
| Closed | -$3.34K | – | 228 |
|
|
2024
Q2 | $3.34K | Hold |
13
| – | – | ﹤0.01% | 183 |
|
|
2024
Q1 | $3.92K | Buy |
13
+7
| +117% | +$2.11K | ﹤0.01% | 171 |
|
|
2023
Q4 | $1.58K | Hold |
6
| – | – | ﹤0.01% | 147 |
|
|
2023
Q3 | $1.33K | Hold |
6
| – | – | ﹤0.01% | 200 |
|
|
2023
Q2 | $1.27K | Hold |
6
| – | – | ﹤0.01% | 201 |
|
|
2023
Q1 | $1.2K | Sell |
6
-39
| -87% | -$7.79K | ﹤0.01% | 213 |
|
|
2022
Q4 | $5.97K | Hold |
45
| – | – | 0.01% | 171 |
|
|
2022
Q3 | $6K | Buy |
45
+6
| +15% | +$800 | 0.01% | 163 |
|
|
2022
Q2 | $6K | Hold |
39
| – | – | 0.01% | 164 |
|
|
2022
Q1 | $8K | Sell |
39
-247
| -86% | -$50.7K | 0.01% | 180 |
|
|
2021
Q4 | $73K | Buy |
286
+242
| +550% | +$61.8K | 0.07% | 59 |
|
|
2021
Q3 | $12K | Buy |
44
+5
| +13% | +$1.36K | 0.01% | 93 |
|
|
2021
Q2 | $10K | Buy |
+39
| New | +$10K | 0.01% | 100 |
|