TW
TrinityPoint Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.71M | Buy |
8,092
+158
| +2% | +$52.8K | 0.38% | 65 |
|
|
2024
Q3 | $2.17M | Buy |
7,934
+424
| +6% | +$116K | 0.31% | 79 |
|
|
2024
Q2 | $1.93M | Sell |
7,510
-465
| -6% | -$120K | 0.3% | 85 |
|
|
2024
Q1 | $2.4M | Sell |
7,975
-61
| -0.8% | -$18.4K | 0.4% | 66 |
|
|
2023
Q4 | $2.11M | Buy |
8,036
+133
| +2% | +$35K | 0.38% | 68 |
|
|
2023
Q3 | $1.6M | Sell |
7,903
-628
| -7% | -$127K | 0.32% | 86 |
|
|
2023
Q2 | $1.8M | Sell |
8,531
-16
| -0.2% | -$3.38K | 0.35% | 78 |
|
|
2023
Q1 | $1.71M | Buy |
8,547
+603
| +8% | +$120K | 0.37% | 73 |
|
|
2022
Q4 | $1.05M | Sell |
7,944
-1,943
| -20% | -$258K | 0.24% | 104 |
|
|
2022
Q3 | $1.42M | Buy |
9,887
+1,233
| +14% | +$177K | 0.33% | 81 |
|
|
2022
Q2 | $1.43M | Sell |
8,654
-315
| -4% | -$52K | 0.32% | 75 |
|
|
2022
Q1 | $1.9M | Buy |
8,969
+768
| +9% | +$163K | 0.34% | 71 |
|
|
2021
Q4 | $2.08M | Sell |
8,201
-174
| -2% | -$44.2K | 0.37% | 66 |
|
|
2021
Q3 | $2.27M | Buy |
8,375
+26
| +0.3% | +$7.05K | 0.43% | 60 |
|
|
2021
Q2 | $2.04M | Buy |
+8,349
| New | +$2.04M | 0.42% | 60 |
|
|
2020
Q3 | – | Sell |
-1,162
| Closed | -$218K | – | 217 |
|
|
2020
Q2 | $218K | Buy |
+1,162
| New | +$218K | 0.07% | 196 |
|