SWM
Salvus Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,427
| Closed | -$624K | – | 116 |
|
|
2024
Q2 | $624K | Buy |
2,427
+53
| +2% | +$13.6K | 0.43% | 63 |
|
|
2024
Q1 | $715K | Sell |
2,374
-17
| -0.7% | -$5.12K | 0.49% | 57 |
|
|
2023
Q4 | $629K | Buy |
2,391
+8
| +0.3% | +$2.11K | 0.45% | 63 |
|
|
2023
Q3 | $483K | Buy |
2,383
+226
| +10% | +$45.8K | 0.38% | 71 |
|
|
2023
Q2 | $456K | Buy |
2,157
+38
| +2% | +$8.03K | 0.35% | 76 |
|
|
2023
Q1 | $423K | Buy |
2,119
+299
| +16% | +$59.7K | 0.34% | 78 |
|
|
2022
Q4 | $241K | Sell |
1,820
-230
| -11% | -$30.5K | 0.22% | 85 |
|
|
2022
Q3 | $295K | Buy |
2,050
+53
| +3% | +$7.63K | 0.28% | 85 |
|
|
2022
Q2 | $330K | Buy |
1,997
+65
| +3% | +$10.7K | 0.3% | 83 |
|
|
2022
Q1 | $410K | Buy |
1,932
+252
| +15% | +$53.5K | 0.31% | 76 |
|
|
2021
Q4 | $427K | Buy |
1,680
+292
| +21% | +$74.2K | 0.31% | 68 |
|
|
2021
Q3 | $376K | Buy |
1,388
+334
| +32% | +$90.5K | 0.31% | 69 |
|
|
2021
Q2 | $258K | Buy |
+1,054
| New | +$258K | 0.22% | 82 |
|