MWM
Midwest Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.92M | Buy |
9,048
+465
| +5% | +$98.7K | 1.17% | 38 |
|
|
2021
Q4 | $2.18M | Buy |
8,583
+376
| +5% | +$95.5K | 1.36% | 26 |
|
|
2021
Q3 | $2.23M | Buy |
8,207
+372
| +5% | +$101K | 1.53% | 19 |
|
|
2021
Q2 | $1.91M | Buy |
7,835
+803
| +11% | +$196K | 1.37% | 25 |
|
|
2021
Q1 | $1.49M | Buy |
7,032
+556
| +9% | +$118K | 1.21% | 37 |
|
|
2020
Q4 | $1.44M | Buy |
+6,476
| New | +$1.44M | 1.32% | 25 |
|