IWM
Iams Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,836
| Closed | -$493K | – | 170 |
|
|
2025
Q1 | $493K | Hold |
1,836
| – | – | 0.23% | 112 |
|
|
2024
Q4 | $614K | Sell |
1,836
-6
| -0.3% | -$2.01K | 0.28% | 91 |
|
|
2024
Q3 | $504K | Sell |
1,842
-397
| -18% | -$109K | 0.25% | 102 |
|
|
2024
Q2 | $576K | Buy |
+2,239
| New | +$576K | 0.32% | 87 |
|