SWM
Silverlake Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-894
| Closed | -$245K | – | 270 |
|
|
2024
Q3 | $245K | Buy |
894
+65
| +8% | +$17.8K | 0.09% | 230 |
|
|
2024
Q2 | $213K | Sell |
829
-196
| -19% | -$50.4K | 0.09% | 253 |
|
|
2024
Q1 | $309K | Buy |
1,025
+25
| +3% | +$7.53K | 0.16% | 167 |
|
|
2023
Q4 | $263K | Sell |
1,000
-1,519
| -60% | -$400K | 0.15% | 180 |
|
|
2023
Q3 | $511K | Buy |
2,519
+626
| +33% | +$127K | 0.29% | 92 |
|
|
2023
Q2 | $400K | Hold |
1,893
| – | – | 0.22% | 116 |
|
|
2023
Q1 | $378K | Sell |
1,893
-48
| -2% | -$9.59K | 0.23% | 116 |
|
|
2022
Q4 | $257K | Buy |
1,941
+49
| +3% | +$6.5K | 0.16% | 164 |
|
|
2022
Q3 | $272K | Buy |
1,892
+6
| +0.3% | +$863 | 0.18% | 140 |
|
|
2022
Q2 | $311K | Buy |
1,886
+18
| +1% | +$2.97K | 0.2% | 132 |
|
|
2022
Q1 | $397K | Buy |
1,868
+408
| +28% | +$86.6K | 0.23% | 123 |
|
|
2021
Q4 | $371K | Buy |
+1,460
| New | +$371K | 0.2% | 125 |
|