PWSG
Pacific Wealth Strategies Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,363
| Closed | -$1.05M | – | 41 |
|
|
2022
Q2 | $1.05M | Sell |
6,363
-2,642
| -29% | -$436K | 1.35% | 22 |
|
|
2022
Q1 | $1.91M | Sell |
9,005
-1,334
| -13% | -$283K | 0.8% | 29 |
|
|
2021
Q4 | $2.63M | Buy |
10,339
+233
| +2% | +$59.2K | 0.91% | 32 |
|
|
2021
Q3 | $2.74M | Buy |
10,106
+252
| +3% | +$68.3K | 1.01% | 32 |
|
|
2021
Q2 | $2.41M | Sell |
9,854
-63
| -0.6% | -$15.4K | 0.92% | 35 |
|
|
2021
Q1 | $2.1M | Buy |
9,917
+1,796
| +22% | +$380K | 0.88% | 37 |
|
|
2020
Q4 | $1.8M | Buy |
8,121
+1,857
| +30% | +$412K | 0.78% | 40 |
|
|
2020
Q3 | $1.57M | Buy |
6,264
+1,394
| +29% | +$350K | 0.83% | 36 |
|
|
2020
Q2 | $912K | Buy |
4,870
+60
| +1% | +$11.2K | 0.51% | 51 |
|
|
2020
Q1 | $693K | Buy |
+4,810
| New | +$693K | 0.47% | 57 |
|