LCWP
Legacy Capital Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
1,604
+148
| +10% | +$40.4K | 0.1% | 221 |
|
|
2025
Q1 | $391K | Buy |
1,456
+60
| +4% | +$16.1K | 0.1% | 236 |
|
|
2024
Q4 | $467K | Sell |
1,396
-1,140
| -45% | -$381K | 0.12% | 193 |
|
|
2024
Q3 | $694K | Buy |
2,536
+1,264
| +99% | +$346K | 0.14% | 142 |
|
|
2024
Q2 | $327K | Buy |
+1,272
| New | +$327K | 0.08% | 230 |
|
|
2024
Q1 | – | Sell |
-909
| Closed | -$239K | – | 163 |
|
|
2023
Q4 | $239K | Buy |
+909
| New | +$239K | 0.07% | 251 |
|