TVWM
Tower View Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5K | Hold |
60
| – | – | 0.01% | 124 |
|
|
2025
Q1 | $16.2K | Sell |
60
-201
| -77% | -$54.2K | 0.01% | 110 |
|
|
2024
Q4 | $87.3K | Hold |
261
| – | – | 0.05% | 72 |
|
|
2024
Q3 | $71.4K | Buy |
261
+1
| +0.4% | +$273 | 0.04% | 72 |
|
|
2024
Q2 | $66.9K | Hold |
260
| – | – | 0.04% | 73 |
|
|
2024
Q1 | $78.3K | Hold |
260
| – | – | 0.05% | 75 |
|
|
2023
Q4 | $68K | Hold |
260
| – | – | 0.04% | 73 |
|
|
2023
Q3 | $53K | Hold |
260
| – | – | 0.04% | 78 |
|
|
2023
Q2 | $55K | Hold |
260
| – | – | 0.04% | 73 |
|
|
2023
Q1 | $52K | Hold |
260
| – | – | 0.03% | 78 |
|
|
2022
Q4 | $14K | Hold |
260
| – | – | 0.01% | 109 |
|
|
2022
Q3 | $37K | Hold |
260
| – | – | 0.03% | 85 |
|
|
2022
Q2 | $43K | Hold |
260
| – | – | 0.03% | 82 |
|
|
2022
Q1 | $55K | Hold |
260
| – | – | 0.03% | 99 |
|
|
2021
Q4 | $66K | Hold |
260
| – | – | 0.03% | 97 |
|
|
2021
Q3 | $71K | Buy |
260
+13
| +5% | +$3.55K | 0.04% | 90 |
|
|
2021
Q2 | $60K | Hold |
247
| – | – | 0.03% | 94 |
|
|
2021
Q1 | $52K | Sell |
247
-10
| -4% | -$2.11K | 0.03% | 100 |
|
|
2020
Q4 | $57K | Hold |
257
| – | – | 0.03% | 101 |
|
|
2020
Q3 | $65K | Sell |
257
-15
| -6% | -$3.79K | 0.04% | 86 |
|
|
2020
Q2 | $51K | Buy |
272
+12
| +5% | +$2.25K | 0.04% | 82 |
|
|
2020
Q1 | $37K | Hold |
260
| – | – | 0.03% | 78 |
|
|
2019
Q4 | $42K | Hold |
260
| – | – | 0.03% | 85 |
|
|
2019
Q3 | $39K | Hold |
260
| – | – | 0.03% | 85 |
|
|
2019
Q2 | $39K | Hold |
260
| – | – | 0.03% | 82 |
|
|
2019
Q1 | $41K | Buy |
260
+60
| +30% | +$9.46K | 0.04% | 81 |
|
|
2018
Q4 | $27K | Hold |
200
| – | – | 0.03% | 88 |
|
|
2018
Q3 | $32K | Buy |
+200
| New | +$32K | 0.03% | 103 |
|