Traverso Chambers Private Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $282K | Sell |
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|
2023
Q3 | $223K | Buy |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Buy |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $288K | Hold |
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|
2021
Q2 | $260K | Sell |
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|
2021
Q1 | $240K | Hold |
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|
2020
Q4 | $252K | Hold |
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|
2020
Q3 | $285K | Hold |
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|
2020
Q2 | $212K | Buy |
|