GWM
Gray Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $283K | Buy |
847
+7
| +0.8% | +$2.34K | 0.11% | 106 |
|
|
2024
Q3 | $230K | Sell |
840
-14
| -2% | -$3.83K | 0.09% | 123 |
|
|
2024
Q2 | $220K | Buy |
854
+46
| +6% | +$11.8K | 0.09% | 126 |
|
|
2024
Q1 | $243K | Hold |
808
| – | – | 0.11% | 117 |
|
|
2023
Q4 | $213K | Buy |
+808
| New | +$213K | 0.1% | 122 |
|
|
2022
Q2 | – | Sell |
-1,063
| Closed | -$226K | – | 113 |
|
|
2022
Q1 | $226K | Buy |
1,063
+50
| +5% | +$10.6K | 0.12% | 114 |
|
|
2021
Q4 | $257K | Buy |
1,013
+36
| +4% | +$9.13K | 0.13% | 104 |
|
|
2021
Q3 | $265K | Buy |
+977
| New | +$265K | 0.15% | 95 |
|