NIWA
New Insight Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Sell |
3,607
-122
| -3% | -$33.3K | 0.4% | 42 |
|
|
2025
Q1 | $1M | Buy |
3,729
+182
| +5% | +$48.8K | 0.45% | 41 |
|
|
2024
Q4 | $1.19M | Sell |
3,547
-3,346
| -49% | -$1.12M | 0.59% | 34 |
|
|
2024
Q3 | $1.89M | Sell |
6,893
-1,578
| -19% | -$432K | 0.99% | 22 |
|
|
2024
Q2 | $2.18M | Sell |
8,471
-146
| -2% | -$37.5K | 1.28% | 20 |
|
|
2024
Q1 | $2.6M | Sell |
8,617
-59
| -0.7% | -$17.8K | 1.62% | 19 |
|
|
2023
Q4 | $2.28M | Buy |
+8,676
| New | +$2.28M | 1.54% | 21 |
|