TCPWM
Traverso Chambers Private Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $282K | Sell |
1,072
-29
| -3% | -$7.63K | 0.07% | 104 |
|
|
2023
Q3 | $223K | Buy |
1,101
+38
| +4% | +$7.71K | 0.06% | 107 |
|
|
2023
Q2 | $225K | Hold |
1,063
| – | – | 0.06% | 106 |
|
|
2023
Q1 | $212K | Buy |
+1,063
| New | +$212K | 0.06% | 110 |
|
|
2022
Q2 | – | Sell |
-1,071
| Closed | -$227K | – | 107 |
|
|
2022
Q1 | $227K | Buy |
1,071
+8
| +0.8% | +$1.7K | 0.07% | 106 |
|
|
2021
Q4 | $270K | Hold |
1,063
| – | – | 0.08% | 100 |
|
|
2021
Q3 | $288K | Hold |
1,063
| – | – | 0.09% | 97 |
|
|
2021
Q2 | $260K | Sell |
1,063
-70
| -6% | -$17.1K | 0.08% | 100 |
|
|
2021
Q1 | $240K | Hold |
1,133
| – | – | 0.08% | 99 |
|
|
2020
Q4 | $252K | Hold |
1,133
| – | – | 0.09% | 95 |
|
|
2020
Q3 | $285K | Hold |
1,133
| – | – | 0.11% | 81 |
|
|
2020
Q2 | $212K | Buy |
+1,133
| New | +$212K | 0.09% | 90 |
|