PGWM
Pitti Group Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,877
| Closed | -$414K | – | 69 |
|
|
2022
Q3 | $414K | Buy |
2,877
+6
| +0.2% | +$863 | 0.57% | 41 |
|
|
2022
Q2 | $474K | Buy |
2,871
+11
| +0.4% | +$1.82K | 0.65% | 37 |
|
|
2022
Q1 | $607K | Buy |
2,860
+129
| +5% | +$27.4K | 0.71% | 39 |
|
|
2021
Q4 | $694K | Buy |
+2,731
| New | +$694K | 0.77% | 40 |
|