NWMG
National Wealth Management Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,088
| Closed | -$328K | – | 137 |
|
|
2024
Q1 | $328K | Sell |
1,088
-1,318
| -55% | -$397K | 0.25% | 101 |
|
|
2023
Q4 | $633K | Buy |
2,406
+152
| +7% | +$40K | 0.61% | 44 |
|
|
2023
Q3 | $457K | Buy |
+2,254
| New | +$457K | 0.5% | 62 |
|
|
2023
Q2 | – | Sell |
-1,681
| Closed | -$339K | – | 137 |
|
|
2023
Q1 | $339K | Buy |
+1,681
| New | +$339K | 0.39% | 86 |
|