LWP
Lumature Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $428K | Sell |
2,026
-246
| -11% | -$52K | 0.25% | 77 |
|
|
2023
Q1 | $454K | Sell |
2,272
-525
| -19% | -$105K | 0.25% | 69 |
|
|
2022
Q4 | $371K | Buy |
2,797
+216
| +8% | +$28.6K | 0.21% | 87 |
|
|
2022
Q3 | $371K | Sell |
2,581
-213
| -8% | -$30.6K | 0.2% | 88 |
|
|
2022
Q2 | $461K | Sell |
2,794
-1,022
| -27% | -$169K | 0.21% | 82 |
|
|
2022
Q1 | $810K | Buy |
3,816
+191
| +5% | +$40.5K | 0.33% | 66 |
|
|
2021
Q4 | $921K | Buy |
3,625
+104
| +3% | +$26.4K | 0.36% | 60 |
|
|
2021
Q3 | $955K | Buy |
3,521
+147
| +4% | +$39.9K | 0.39% | 56 |
|
|
2021
Q2 | $824K | Buy |
3,374
+258
| +8% | +$63K | 0.34% | 62 |
|
|
2021
Q1 | $660K | Buy |
3,116
+1,272
| +69% | +$269K | 0.35% | 62 |
|
|
2020
Q4 | $410K | Buy |
+1,844
| New | +$410K | 0.39% | 80 |
|