DW30
Drucker Wealth 3.0’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Sell |
2,405
-832
| -26% | -$225K | 0.13% | 129 |
|
|
2025
Q1 | $869K | Sell |
3,237
-724
| -18% | -$194K | 0.19% | 78 |
|
|
2024
Q4 | $1.32M | Buy |
3,961
+205
| +5% | +$68.5K | 0.31% | 69 |
|
|
2024
Q3 | $1.03M | Buy |
3,756
+1,114
| +42% | +$305K | 0.25% | 82 |
|
|
2024
Q2 | $679K | Buy |
+2,642
| New | +$679K | 0.18% | 94 |
|