MWA
Moser Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-37
| Closed | -$5K | – | 131 |
|
|
2022
Q3 | $5K | Buy |
37
+4
| +12% | +$541 | ﹤0.01% | 120 |
|
|
2022
Q2 | $5K | Hold |
33
| – | – | ﹤0.01% | 117 |
|
|
2022
Q1 | $7K | Hold |
33
| – | – | ﹤0.01% | 119 |
|
|
2021
Q4 | $8K | Hold |
33
| – | – | ﹤0.01% | 121 |
|
|
2021
Q3 | $9K | Hold |
33
| – | – | 0.01% | 115 |
|
|
2021
Q2 | $8K | Hold |
33
| – | – | 0.01% | 117 |
|
|
2021
Q1 | $7K | Hold |
33
| – | – | ﹤0.01% | 112 |
|
|
2020
Q4 | $7K | Hold |
33
| – | – | 0.01% | 109 |
|
|
2020
Q3 | $8K | Hold |
33
| – | – | 0.01% | 107 |
|
|
2020
Q2 | $6K | Hold |
33
| – | – | 0.01% | 107 |
|
|
2020
Q1 | $5K | Hold |
33
| – | – | 0.01% | 115 |
|
|
2019
Q4 | $5K | Buy |
+33
| New | +$5K | ﹤0.01% | 133 |
|