MWM
Merriman Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-44,734
| Closed | -$9.96M | – | 191 |
|
|
2020
Q4 | $9.96M | Buy |
+44,734
| New | +$9.96M | 1.07% | 20 |
|
|
2020
Q2 | – | Sell |
-55,361
| Closed | -$7.97M | – | 166 |
|
|
2020
Q1 | $7.97M | Buy |
55,361
+8,822
| +19% | +$1.27M | 1.73% | 11 |
|
|
2019
Q4 | $7.57M | Buy |
46,539
+1,121
| +2% | +$182K | 1.46% | 20 |
|
|
2019
Q3 | $6.74M | Buy |
+45,418
| New | +$6.74M | 1.36% | 23 |
|