HNWAG
High Net Worth Advisory Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-797
| Closed | -$210K | – | 217 |
|
|
2023
Q4 | $210K | Buy |
+797
| New | +$210K | 0.08% | 187 |
|
|
2023
Q2 | – | Sell |
-3,870
| Closed | -$773K | – | 199 |
|
|
2023
Q1 | $773K | Sell |
3,870
-1,685
| -30% | -$337K | 0.32% | 80 |
|
|
2022
Q4 | $737K | Buy |
5,555
+882
| +19% | +$117K | 0.29% | 89 |
|
|
2022
Q3 | $672K | Sell |
4,673
-10
| -0.2% | -$1.44K | 0.29% | 83 |
|
|
2022
Q2 | $773K | Buy |
4,683
+1,590
| +51% | +$262K | 0.32% | 76 |
|
|
2022
Q1 | $657K | Buy |
3,093
+85
| +3% | +$18.1K | 0.24% | 87 |
|
|
2021
Q4 | $764K | Buy |
+3,008
| New | +$764K | 0.27% | 75 |
|