HPWM
Highland Private Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,214
| Closed | -$463K | – | 38 |
|
|
2022
Q3 | $463K | Sell |
3,214
-241
| -7% | -$34.7K | 0.07% | 99 |
|
|
2022
Q2 | $570K | Buy |
3,455
+175
| +5% | +$28.9K | 0.09% | 87 |
|
|
2022
Q1 | $697K | Buy |
3,280
+40
| +1% | +$8.5K | 0.09% | 75 |
|
|
2021
Q4 | $823K | Buy |
3,240
+20
| +0.6% | +$5.08K | 0.1% | 67 |
|
|
2021
Q3 | $873K | Sell |
3,220
-117
| -4% | -$31.7K | 0.12% | 62 |
|
|
2021
Q2 | $816K | Buy |
3,337
+148
| +5% | +$36.2K | 0.12% | 64 |
|
|
2021
Q1 | $676K | Buy |
3,189
+171
| +6% | +$36.2K | 0.11% | 70 |
|
|
2020
Q4 | $672K | Sell |
3,018
-7
| -0.2% | -$1.56K | 0.12% | 65 |
|
|
2020
Q3 | $760K | Buy |
3,025
+28
| +0.9% | +$7.04K | 0.15% | 57 |
|
|
2020
Q2 | $562K | Buy |
2,997
+323
| +12% | +$60.6K | 0.12% | 61 |
|
|
2020
Q1 | $385K | Buy |
2,674
+24
| +0.9% | +$3.46K | 0.11% | 72 |
|
|
2019
Q4 | $431K | Buy |
2,650
+65
| +3% | +$10.6K | 0.1% | 72 |
|
|
2019
Q3 | $383K | Buy |
2,585
+73
| +3% | +$10.8K | 0.11% | 66 |
|
|
2019
Q2 | $381K | Buy |
2,512
+246
| +11% | +$37.3K | 0.11% | 73 |
|
|
2019
Q1 | $359K | Buy |
2,266
+142
| +7% | +$22.5K | 0.11% | 71 |
|
|
2018
Q4 | $291K | Buy |
2,124
+68
| +3% | +$9.32K | 0.11% | 72 |
|
|
2018
Q3 | $327K | Buy |
2,056
+16
| +0.8% | +$2.55K | 0.11% | 78 |
|
|
2018
Q2 | $278K | Buy |
+2,040
| New | +$278K | 0.1% | 82 |
|
|
2018
Q1 | – | Sell |
-2,052
| Closed | -$210K | – | 116 |
|
|
2017
Q4 | $210K | Buy |
+2,052
| New | +$210K | 0.08% | 89 |
|