NWA
New World Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,234
| Closed | -$574K | – | 79 |
|
|
2024
Q2 | $574K | Sell |
2,234
-8
| -0.4% | -$2.06K | 0.16% | 23 |
|
|
2024
Q1 | $675K | Sell |
2,242
-7
| -0.3% | -$2.11K | 0.2% | 20 |
|
|
2023
Q4 | $592K | Buy |
2,249
+4
| +0.2% | +$1.05K | 0.18% | 22 |
|
|
2023
Q3 | $455K | Sell |
2,245
-7
| -0.3% | -$1.42K | 0.16% | 21 |
|
|
2023
Q2 | $476K | Sell |
2,252
-636
| -22% | -$134K | 0.17% | 22 |
|
|
2023
Q1 | $577K | Sell |
2,888
-346
| -11% | -$69.1K | 0.22% | 15 |
|
|
2022
Q4 | $429K | Buy |
3,234
+972
| +43% | +$129K | 0.15% | 30 |
|
|
2022
Q3 | $325K | Buy |
2,262
+352
| +18% | +$50.6K | 0.15% | 29 |
|
|
2022
Q2 | $313K | Buy |
1,910
+130
| +7% | +$21.3K | 0.17% | 39 |
|
|
2022
Q1 | $315K | Buy |
1,780
+92
| +5% | +$16.3K | 0.17% | 42 |
|
|
2021
Q4 | $429K | Buy |
1,688
+45
| +3% | +$11.4K | 0.2% | 35 |
|
|
2021
Q3 | $481K | Buy |
+1,643
| New | +$481K | 0.22% | 23 |
|