OPOWM
One Plus One Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,629
| Closed | -$346K | – | 93 |
|
|
2022
Q1 | $346K | Hold |
1,629
| – | – | 0.23% | 64 |
|
|
2021
Q4 | $414K | Buy |
1,629
+50
| +3% | +$12.7K | 0.29% | 53 |
|
|
2021
Q3 | $428K | Buy |
1,579
+150
| +10% | +$40.7K | 0.31% | 46 |
|
|
2021
Q2 | $349K | Hold |
1,429
| – | – | 0.24% | 52 |
|
|
2021
Q1 | $303K | Buy |
+1,429
| New | +$303K | 0.24% | 61 |
|