OPWM
Oxinas Partners Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,941
| Closed | -$493K | – | 122 |
|
|
2021
Q4 | $493K | Sell |
1,941
-139
| -7% | -$35.3K | 0.28% | 89 |
|
|
2021
Q3 | $564K | Sell |
2,080
-528
| -20% | -$143K | 0.33% | 76 |
|
|
2021
Q2 | $637K | Buy |
2,608
+250
| +11% | +$61.1K | 0.36% | 70 |
|
|
2021
Q1 | $500K | Sell |
2,358
-136
| -5% | -$28.8K | 0.32% | 83 |
|
|
2020
Q4 | $555K | Buy |
+2,494
| New | +$555K | 0.41% | 62 |
|