KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,515
| Closed | -$614K | – | 57 |
|
|
2021
Q2 | $614K | Buy |
2,515
+170
| +7% | +$41.5K | 0.25% | 69 |
|
|
2021
Q1 | $497K | Buy |
2,345
+287
| +14% | +$60.8K | 0.26% | 73 |
|
|
2020
Q4 | $458K | Buy |
2,058
+959
| +87% | +$213K | 0.27% | 76 |
|
|
2020
Q3 | $276K | Hold |
1,099
| – | – | 0.2% | 88 |
|
|
2020
Q2 | $206K | Buy |
+1,099
| New | +$206K | 0.19% | 97 |
|