KWM
Kolinsky Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $517K | Buy |
1,546
+186
| +14% | +$62.2K | 0.32% | 63 |
|
|
2024
Q3 | $372K | Buy |
1,360
+59
| +5% | +$16.2K | 0.24% | 95 |
|
|
2024
Q2 | $335K | Sell |
1,301
-186
| -13% | -$47.8K | 0.24% | 97 |
|
|
2024
Q1 | $448K | Buy |
1,487
+200
| +16% | +$60.2K | 0.34% | 68 |
|
|
2023
Q4 | $339K | Sell |
1,287
-13
| -1% | -$3.42K | 0.3% | 85 |
|
|
2023
Q3 | $264K | Sell |
1,300
-27
| -2% | -$5.48K | 0.26% | 92 |
|
|
2023
Q2 | $279K | Buy |
+1,327
| New | +$279K | 0.26% | 91 |
|
|
2022
Q2 | – | Sell |
-1,326
| Closed | -$282K | – | 130 |
|
|
2022
Q1 | $282K | Buy |
1,326
+32
| +2% | +$6.81K | 0.28% | 91 |
|
|
2021
Q4 | $329K | Buy |
+1,294
| New | +$329K | 0.3% | 86 |
|