SWM
Sanctuary Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.35K | Hold |
13
| – | – | ﹤0.01% | 201 |
|
|
2024
Q3 | $3.56K | Hold |
13
| – | – | ﹤0.01% | 215 |
|
|
2024
Q2 | $3.34K | Buy |
13
+7
| +117% | +$1.8K | ﹤0.01% | 196 |
|
|
2024
Q1 | $1.81K | Hold |
6
| – | – | ﹤0.01% | 209 |
|
|
2023
Q4 | $1.58K | Hold |
6
| – | – | ﹤0.01% | 219 |
|
|
2023
Q3 | $1.22K | Hold |
6
| – | – | ﹤0.01% | 221 |
|
|
2023
Q2 | $1.27K | Buy |
+6
| New | +$1.27K | ﹤0.01% | 231 |
|
|
2022
Q4 | $57.4K | Buy |
+433
| New | +$57.4K | 0.07% | 68 |
|