PWP
Personal Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-195
| Closed | -$48K | – | 144 |
|
|
2021
Q2 | $48K | Buy |
+195
| New | +$48K | 0.02% | 153 |
|
|
2020
Q1 | – | Sell |
-195
| Closed | -$32K | – | 172 |
|
|
2019
Q4 | $32K | Hold |
195
| – | – | 0.01% | 170 |
|
|
2019
Q3 | $29K | Buy |
195
+12
| +7% | +$1.79K | 0.01% | 174 |
|
|
2019
Q2 | $28K | Buy |
+183
| New | +$28K | 0.01% | 159 |
|