IWA
IVC Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Sell |
2,050
-7
| -0.3% | -$1.91K | 0.27% | 67 |
|
|
2025
Q1 | $552K | Buy |
2,057
+324
| +19% | +$86.9K | 0.3% | 69 |
|
|
2024
Q4 | $579K | Sell |
1,733
-8
| -0.5% | -$2.68K | 0.32% | 63 |
|
|
2024
Q3 | $477K | Sell |
1,741
-525
| -23% | -$144K | 0.26% | 82 |
|
|
2024
Q2 | $583K | Buy |
2,266
+21
| +0.9% | +$5.4K | 0.33% | 71 |
|
|
2024
Q1 | $676K | Sell |
2,245
-47
| -2% | -$14.2K | 0.39% | 64 |
|
|
2023
Q4 | $603K | Sell |
2,292
-1
| -0% | -$263 | 0.38% | 68 |
|
|
2023
Q3 | $465K | Sell |
2,293
-10
| -0.4% | -$2.03K | 0.31% | 82 |
|
|
2023
Q2 | $487K | Sell |
2,303
-190
| -8% | -$40.1K | 0.31% | 79 |
|
|
2023
Q1 | $498K | Sell |
2,493
-9
| -0.4% | -$1.8K | 0.35% | 69 |
|
|
2022
Q4 | $332K | Sell |
2,502
-115
| -4% | -$15.2K | 0.24% | 97 |
|
|
2022
Q3 | $376K | Buy |
2,617
+64
| +3% | +$9.2K | 0.3% | 78 |
|
|
2022
Q2 | $421K | Buy |
2,553
+315
| +14% | +$51.9K | 0.33% | 74 |
|
|
2022
Q1 | $475K | Buy |
2,238
+444
| +25% | +$94.2K | 0.31% | 75 |
|
|
2021
Q4 | $456K | Buy |
1,794
+117
| +7% | +$29.7K | 0.29% | 89 |
|
|
2021
Q3 | $455K | Buy |
+1,677
| New | +$455K | 0.31% | 79 |
|