SHWM
Silicon Hills Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $496K | Hold |
2,349
| – | – | 0.28% | 53 |
|
|
2023
Q1 | $469K | Hold |
2,349
| – | – | 0.28% | 54 |
|
|
2022
Q4 | $311K | Sell |
2,349
-816
| -26% | -$108K | 0.23% | 74 |
|
|
2022
Q3 | $455K | Buy |
3,165
+15
| +0.5% | +$2.16K | 0.36% | 59 |
|
|
2022
Q2 | $520K | Sell |
3,150
-140
| -4% | -$23.1K | 0.38% | 55 |
|
|
2022
Q1 | $699K | Hold |
3,290
| – | – | 0.45% | 53 |
|
|
2021
Q4 | $836K | Buy |
3,290
+1,005
| +44% | +$255K | 0.52% | 54 |
|
|
2021
Q3 | $620K | Hold |
2,285
| – | – | 0.43% | 64 |
|
|
2021
Q2 | $558K | Sell |
2,285
-5
| -0.2% | -$1.22K | 0.43% | 55 |
|
|
2021
Q1 | $485K | Buy |
2,290
+269
| +13% | +$57K | 0.44% | 60 |
|
|
2020
Q4 | $450K | Sell |
2,021
-275
| -12% | -$61.2K | 0.41% | 54 |
|
|
2020
Q3 | $577K | Buy |
2,296
+275
| +14% | +$69.1K | 0.6% | 43 |
|
|
2020
Q2 | $379K | Buy |
+2,021
| New | +$379K | 0.45% | 57 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | -$101 | – | 102 |
|
|
2019
Q4 | $101 | Buy |
+5
| New | +$101 | 0.08% | 101 |
|