EWM
Elite Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
11,477
-5,509
| -32% | -$1.5M | 1.03% | 12 |
|
|
2025
Q1 | $4.56M | Sell |
16,986
-1,053
| -6% | -$283K | 0.59% | 14 |
|
|
2024
Q4 | $6.03M | Sell |
18,039
-1,329
| -7% | -$444K | 0.75% | 14 |
|
|
2024
Q3 | $5.3M | Buy |
19,368
+211
| +1% | +$57.8K | 0.72% | 16 |
|
|
2024
Q2 | $4.93M | Sell |
19,157
-545
| -3% | -$140K | 0.16% | 18 |
|
|
2024
Q1 | $5.93M | Sell |
19,702
-1,739
| -8% | -$524K | 0.21% | 12 |
|
|
2023
Q4 | $5.64M | Sell |
21,441
-428
| -2% | -$113K | 0.35% | 12 |
|
|
2023
Q3 | $4.43M | Buy |
21,869
+54
| +0.2% | +$11K | 0.33% | 14 |
|
|
2023
Q2 | $4.61M | Buy |
21,815
+960
| +5% | +$203K | 0.35% | 13 |
|
|
2023
Q1 | $4.17M | Buy |
20,855
+35
| +0.2% | +$6.99K | 0.25% | 8 |
|
|
2022
Q4 | $2.76M | Buy |
20,820
+279
| +1% | +$37K | 0.25% | 11 |
|
|
2022
Q3 | $2.96M | Sell |
20,541
-2,401
| -10% | -$345K | 0.25% | 9 |
|
|
2022
Q2 | $3.79M | Sell |
22,942
-257
| -1% | -$42.4K | 0.57% | 8 |
|
|
2022
Q1 | $4.93M | Sell |
23,199
-540
| -2% | -$115K | 0.8% | 7 |
|
|
2021
Q4 | $6.03M | Sell |
23,739
-2,990
| -11% | -$760K | 0.85% | 8 |
|
|
2021
Q3 | $7.25M | Buy |
26,729
+666
| +3% | +$181K | 1.37% | 7 |
|
|
2021
Q2 | $6.37K | Buy |
26,063
+3,250
| +14% | +$794 | 0.58% | 8 |
|
|
2021
Q1 | $4.83K | Buy |
22,813
+8,957
| +65% | +$1.9K | 0.62% | 8 |
|
|
2020
Q4 | $3.08M | Sell |
13,856
-634
| -4% | -$141K | 0.4% | 10 |
|
|
2020
Q3 | $3.64M | Sell |
14,490
-102
| -0.7% | -$25.6K | 0.5% | 7 |
|
|
2020
Q2 | $2.73M | Buy |
14,592
+109
| +0.8% | +$20.4K | 0.8% | 11 |
|
|
2020
Q1 | $2.09M | Buy |
+14,483
| New | +$2.09M | 1.63% | 10 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 233 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 152 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 344 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 345 |
|
|
2014
Q1 | – | Sell |
-71
| Closed | -$4K | – | 384 |
|
|
2013
Q4 | $4K | Buy |
+71
| New | +$4K | ﹤0.01% | 448 |
|