MWM
Minot Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $349K | Sell |
2,117
-862
| -29% | -$142K | 0.09% | 135 |
|
|
2022
Q1 | $633K | Sell |
2,979
-11,308
| -79% | -$2.4M | 0.14% | 110 |
|
|
2021
Q4 | $3.63M | Buy |
14,287
+72
| +0.5% | +$18.3K | 0.7% | 43 |
|
|
2021
Q3 | $3.86M | Buy |
14,215
+698
| +5% | +$189K | 0.83% | 36 |
|
|
2021
Q2 | $3.3M | Sell |
13,517
-1,806
| -12% | -$441K | 0.72% | 40 |
|
|
2021
Q1 | $3.25M | Sell |
15,323
-2,852
| -16% | -$604K | 0.83% | 41 |
|
|
2020
Q4 | $4.04M | Buy |
18,175
+3,244
| +22% | +$722K | 1.21% | 32 |
|
|
2020
Q3 | $3.75M | Buy |
14,931
+2,016
| +16% | +$507K | 1.41% | 20 |
|
|
2020
Q2 | $2.42M | Buy |
+12,915
| New | +$2.42M | 1.21% | 34 |
|