NWWA
New Wave Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
1,129
-131
| -10% | -$35.7K | 0.13% | 97 |
|
|
2025
Q1 | $338K | Buy |
1,260
+245
| +24% | +$65.7K | 0.15% | 87 |
|
|
2024
Q4 | $339K | Sell |
1,015
-165
| -14% | -$55.2K | 0.14% | 96 |
|
|
2024
Q3 | $323K | Sell |
1,180
-128
| -10% | -$35K | 0.15% | 103 |
|
|
2024
Q2 | $336K | Buy |
+1,308
| New | +$336K | 0.18% | 86 |
|