NW
Naviter Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
9,359
+128
| +1% | +$35K | 0.31% | 84 |
|
|
2025
Q1 | $2.49M | Buy |
9,231
+42
| +0.5% | +$11.3K | 0.3% | 86 |
|
|
2024
Q4 | $3.08M | Sell |
9,189
-339
| -4% | -$113K | 0.37% | 66 |
|
|
2024
Q3 | $2.61M | Buy |
9,528
+1,502
| +19% | +$412K | 0.36% | 70 |
|
|
2024
Q2 | $2.06M | Buy |
8,026
+951
| +13% | +$245K | 0.31% | 87 |
|
|
2024
Q1 | $2.13M | Buy |
7,075
+1,143
| +19% | +$345K | 0.35% | 76 |
|
|
2023
Q4 | $1.56M | Buy |
5,932
+738
| +14% | +$194K | 0.31% | 88 |
|
|
2023
Q3 | $1.05M | Buy |
5,194
+139
| +3% | +$28.2K | 0.25% | 93 |
|
|
2023
Q2 | $1.07M | Buy |
5,055
+365
| +8% | +$77.1K | 0.27% | 94 |
|
|
2023
Q1 | $937K | Sell |
4,690
-799
| -15% | -$160K | 0.33% | 90 |
|
|
2022
Q4 | $850K | Sell |
5,489
-186
| -3% | -$28.8K | 0.23% | 101 |
|
|
2022
Q3 | $816K | Sell |
5,675
-810
| -12% | -$116K | 0.33% | 71 |
|
|
2022
Q2 | $1.07M | Buy |
+6,485
| New | +$1.07M | 0.44% | 45 |
|