TWM
Tolleson Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,129
| Closed | -$425K | – | 82 |
|
|
2023
Q1 | $425K | Sell |
2,129
-500
| -19% | -$99.8K | 0.11% | 61 |
|
|
2022
Q4 | $349K | Hold |
2,629
| – | – | 0.09% | 66 |
|
|
2022
Q3 | $378K | Hold |
2,629
| – | – | 0.11% | 57 |
|
|
2022
Q2 | $434K | Sell |
2,629
-1,101
| -30% | -$182K | 0.12% | 55 |
|
|
2022
Q1 | $792K | Sell |
3,730
-1,000
| -21% | -$212K | 0.24% | 46 |
|
|
2021
Q4 | $1.2M | Buy |
+4,730
| New | +$1.2M | 0.32% | 39 |
|