JWM
Jupiter Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,795
| Closed | -$501K | – | 97 |
|
|
2024
Q1 | $501K | Buy |
+1,795
| New | +$501K | 0.27% | 64 |
|
|
2022
Q2 | – | Sell |
-4,125
| Closed | -$875K | – | 68 |
|
|
2022
Q1 | $875K | Sell |
4,125
-9,087
| -69% | -$1.93M | 0.55% | 40 |
|
|
2021
Q4 | $3.36M | Sell |
13,212
-1,080
| -8% | -$274K | 1.74% | 20 |
|
|
2021
Q3 | $4.28M | Buy |
14,292
+9,613
| +205% | +$2.88M | 2.02% | 17 |
|
|
2021
Q2 | $1.17M | Buy |
4,679
+1,179
| +34% | +$295K | 0.56% | 44 |
|
|
2021
Q1 | $820K | Buy |
3,500
+2,000
| +133% | +$469K | 0.41% | 48 |
|
|
2020
Q4 | $334K | Hold |
1,500
| – | – | 0.2% | 61 |
|
|
2020
Q3 | $377K | Buy |
+1,500
| New | +$377K | 0.27% | 50 |
|