EWA
Evolution Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
12,587
+177
| +1% | +$48.3K | 0.5% | 39 |
|
|
2025
Q1 | $3.33M | Buy |
+12,410
| New | +$3.33M | 0.56% | 37 |
|
|
2022
Q3 | – | Sell |
-1,968
| Closed | -$334K | – | 113 |
|
|
2022
Q2 | $334K | Sell |
1,968
-98
| -5% | -$16.6K | 0.08% | 81 |
|
|
2022
Q1 | $443K | Sell |
2,066
-223
| -10% | -$47.8K | 0.09% | 76 |
|
|
2021
Q4 | $582 | Sell |
2,289
-46
| -2% | -$12 | 0.09% | 71 |
|
|
2021
Q3 | $633K | Buy |
2,335
+2,228
| +2,082% | +$604K | 0.14% | 56 |
|
|
2021
Q2 | $26K | Sell |
107
-117
| -52% | -$28.4K | 0.01% | 273 |
|
|
2021
Q1 | $47K | Buy |
224
+150
| +203% | +$31.5K | 0.01% | 206 |
|
|
2020
Q4 | $16K | Sell |
74
-906
| -92% | -$196K | ﹤0.01% | 287 |
|
|
2020
Q3 | $246K | Buy |
980
+906
| +1,224% | +$227K | 0.07% | 91 |
|
|
2020
Q2 | $14K | Sell |
74
-746
| -91% | -$141K | ﹤0.01% | 243 |
|
|
2020
Q1 | $118K | Sell |
820
-1,394
| -63% | -$201K | 0.05% | 78 |
|
|
2019
Q4 | $360K | Buy |
2,214
+2,156
| +3,717% | +$351K | 0.09% | 54 |
|
|
2019
Q3 | $9K | Sell |
58
-46
| -44% | -$7.14K | ﹤0.01% | 187 |
|
|
2019
Q2 | $16K | Sell |
104
-681
| -87% | -$105K | 0.01% | 142 |
|
|
2019
Q1 | $124K | Sell |
785
-716
| -48% | -$113K | 0.06% | 57 |
|
|
2018
Q4 | $206K | Buy |
+1,501
| New | +$206K | 0.09% | 54 |
|