THWM
Taylor Hoffman Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-39
| Closed | -$7K | – | 169 |
|
|
2020
Q2 | $7K | Buy |
+39
| New | +$7K | ﹤0.01% | 305 |
|
|
2020
Q1 | – | Sell |
-94
| Closed | -$15K | – | 170 |
|
|
2019
Q4 | $15K | Hold |
94
| – | – | 0.01% | 287 |
|
|
2019
Q3 | $14K | Buy |
94
+55
| +141% | +$8.19K | 0.01% | 284 |
|
|
2019
Q2 | $6K | Hold |
39
| – | – | ﹤0.01% | 319 |
|
|
2019
Q1 | $6K | Hold |
39
| – | – | ﹤0.01% | 315 |
|
|
2018
Q4 | $5K | Sell |
39
-43
| -52% | -$5.51K | ﹤0.01% | 319 |
|
|
2018
Q3 | $13K | Hold |
82
| – | – | 0.01% | 267 |
|
|
2018
Q2 | $11K | Hold |
82
| – | – | 0.01% | 256 |
|
|
2018
Q1 | $10K | Hold |
82
| – | – | 0.01% | 276 |
|
|
2017
Q4 | $8K | Buy |
+82
| New | +$8K | 0.01% | 297 |
|