PFWA
Paces Ferry Wealth Advisors’s Sprinklr CXM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $892K | Hold |
105,446
| – | – | 0.41% | 45 |
|
|
2025
Q1 | $880K | Hold |
105,446
| – | – | 0.44% | 41 |
|
|
2024
Q4 | $891K | Hold |
105,446
| – | – | 0.43% | 45 |
|
|
2024
Q3 | $815K | Hold |
105,446
| – | – | 0.47% | 44 |
|
|
2024
Q2 | $1.01M | Hold |
105,446
| – | – | 0.61% | 35 |
|
|
2024
Q1 | $1.29M | Hold |
105,446
| – | – | 0.83% | 32 |
|
|
2023
Q4 | $1.27M | Hold |
105,446
| – | – | 0.88% | 30 |
|
|
2023
Q3 | $1.46M | Hold |
105,446
| – | – | 1.16% | 26 |
|
|
2023
Q2 | $1.46M | Sell |
105,446
-15,000
| -12% | -$207K | 1.09% | 26 |
|
|
2023
Q1 | $1.56M | Sell |
120,446
-86,765
| -42% | -$1.12M | 1.26% | 21 |
|
|
2022
Q4 | $1.69M | Hold |
207,211
| – | – | 1.65% | 17 |
|
|
2022
Q3 | $1.91M | Sell |
207,211
-55,000
| -21% | -$507K | 2.09% | 11 |
|
|
2022
Q2 | $2.65M | Buy |
+262,211
| New | +$2.65M | 2.61% | 8 |
|
|
2022
Q1 | – | Sell |
-390,211
| Closed | -$6.19M | – | 118 |
|
|
2021
Q4 | $6.19M | Buy |
+390,211
| New | +$6.19M | 4.44% | 3 |
|