SWMG
Strategic Wealth Management Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.27M | Sell |
5,194
-96
| -2% | -$23.5K | 0.46% | 32 |
|
|
2021
Q1 | $1.12M | Sell |
5,290
-25
| -0.5% | -$5.3K | 0.43% | 29 |
|
|
2020
Q4 | $1.18M | Sell |
5,315
-138
| -3% | -$30.7K | 0.51% | 27 |
|
|
2020
Q3 | $1.37M | Buy |
5,453
+156
| +3% | +$39.2K | 0.67% | 25 |
|
|
2020
Q2 | $992K | Buy |
5,297
+9
| +0.2% | +$1.69K | 0.59% | 27 |
|
|
2020
Q1 | $761K | Sell |
5,288
-42
| -0.8% | -$6.04K | 0.57% | 28 |
|
|
2019
Q4 | $867K | Buy |
5,330
+25
| +0.5% | +$4.07K | 0.56% | 29 |
|
|
2019
Q3 | $787K | Sell |
5,305
-175
| -3% | -$26K | 0.57% | 31 |
|
|
2019
Q2 | $831K | Sell |
5,480
-12
| -0.2% | -$1.82K | 0.63% | 29 |
|
|
2019
Q1 | $870K | Sell |
5,492
-12
| -0.2% | -$1.9K | 0.71% | 26 |
|
|
2018
Q4 | $754K | Buy |
+5,504
| New | +$754K | 0.72% | 27 |
|