LWP
Legacy Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.45M | Buy |
5,936
+4,558
| +331% | +$1.11M | 0.81% | 29 |
|
|
2021
Q1 | $292K | Hold |
1,378
| – | – | 0.17% | 74 |
|
|
2020
Q4 | $307K | Hold |
1,378
| – | – | 0.19% | 80 |
|
|
2020
Q3 | $346K | Sell |
1,378
-187
| -12% | -$47K | 0.24% | 66 |
|
|
2020
Q2 | $293K | Buy |
+1,565
| New | +$293K | 0.22% | 76 |
|
|
2020
Q1 | – | Sell |
-1,365
| Closed | -$253K | – | 83 |
|
|
2019
Q4 | $253K | Buy |
+1,365
| New | +$253K | 0.18% | 82 |
|