MWS
Maxwell Wealth Strategies’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.87M | Buy |
8,590
+20
| +0.2% | +$6.69K | 1.17% | 24 |
|
|
2024
Q3 | $2.55M | Sell |
8,570
-1,017
| -11% | -$303K | 1.08% | 29 |
|
|
2024
Q2 | $2.46M | Buy |
9,587
+139
| +1% | +$35.7K | 1.21% | 28 |
|
|
2024
Q1 | $2.06M | Buy |
9,448
+8,036
| +569% | +$1.75M | 1.04% | 35 |
|
|
2023
Q4 | $372K | Buy |
+1,412
| New | +$372K | 0.24% | 71 |
|