SWM
SFG Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,049
| Closed | -$316K | – | 91 |
|
|
2024
Q1 | $316K | Buy |
1,049
+24
| +2% | +$7.23K | 0.19% | 73 |
|
|
2023
Q4 | $270K | Hold |
1,025
| – | – | 0.18% | 80 |
|
|
2023
Q3 | $208K | Hold |
1,025
| – | – | 0.17% | 90 |
|
|
2023
Q2 | $217K | Hold |
1,025
| – | – | 0.18% | 89 |
|
|
2023
Q1 | $205K | Buy |
+1,025
| New | +$205K | 0.23% | 74 |
|
|
2022
Q2 | – | Sell |
-1,180
| Closed | -$251K | – | 84 |
|
|
2022
Q1 | $251K | Buy |
1,180
+25
| +2% | +$5.32K | 0.24% | 72 |
|
|
2021
Q4 | $294K | Buy |
+1,155
| New | +$294K | 0.26% | 75 |
|