EWP
Elevation Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45K | Hold |
165
| – | – | 0.02% | 247 |
|
|
2025
Q1 | $44.3K | Hold |
165
| – | – | 0.02% | 241 |
|
|
2024
Q4 | $55.2K | Hold |
165
| – | – | 0.02% | 220 |
|
|
2024
Q3 | $45.2K | Sell |
165
-94
| -36% | -$25.7K | 0.02% | 228 |
|
|
2024
Q2 | $66.6K | Hold |
259
| – | – | 0.03% | 191 |
|
|
2024
Q1 | $78K | Sell |
259
-11
| -4% | -$3.31K | 0.04% | 186 |
|
|
2023
Q4 | $54.8K | Buy |
+270
| New | +$54.8K | 0.03% | 199 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 336 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 347 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 346 |
|