SSWM
Strait & Sound Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
4,153
+424
| +11% | +$116K | 0.48% | 48 |
|
|
2025
Q1 | $1M | Buy |
3,729
+610
| +20% | +$164K | 0.47% | 51 |
|
|
2024
Q4 | $1.04M | Buy |
3,119
+59
| +2% | +$19.7K | 0.48% | 36 |
|
|
2024
Q3 | $838K | Sell |
3,060
-539
| -15% | -$148K | 0.41% | 43 |
|
|
2024
Q2 | $925K | Buy |
3,599
+716
| +25% | +$184K | 0.47% | 39 |
|
|
2024
Q1 | $863K | Buy |
2,883
+91
| +3% | +$27.2K | 0.48% | 37 |
|
|
2023
Q4 | $758K | Sell |
2,792
-11
| -0.4% | -$2.99K | 0.47% | 37 |
|
|
2023
Q3 | $568K | Sell |
2,803
-81
| -3% | -$16.4K | 0.49% | 43 |
|
|
2023
Q2 | $609K | Sell |
2,884
-1,091
| -27% | -$230K | 0.6% | 36 |
|
|
2023
Q1 | $794K | Sell |
3,975
-23
| -0.6% | -$4.6K | 0.79% | 33 |
|
|
2022
Q4 | $594K | Buy |
+3,998
| New | +$594K | 0.65% | 41 |
|