MWA
Midland Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Sell |
2,703
-270
| -9% | -$73.6K | 0.04% | 92 |
|
|
2025
Q1 | $798K | Buy |
2,973
+86
| +3% | +$23.1K | 0.05% | 91 |
|
|
2024
Q4 | $965K | Sell |
2,887
-118
| -4% | -$39.5K | 0.06% | 84 |
|
|
2024
Q3 | $823K | Buy |
3,005
+36
| +1% | +$9.85K | 0.05% | 106 |
|
|
2024
Q2 | $763K | Buy |
2,969
+24
| +0.8% | +$6.17K | 0.05% | 108 |
|
|
2024
Q1 | $887K | Sell |
2,945
-227
| -7% | -$68.4K | 0.05% | 98 |
|
|
2023
Q4 | $835K | Buy |
+3,172
| New | +$835K | 0.06% | 101 |
|