TWM
Triton Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,008
| Closed | -$215K | – | 85 |
|
|
2022
Q1 | $215K | Hold |
1,008
| – | – | 0.11% | 87 |
|
|
2021
Q4 | $215K | Buy |
1,008
+27
| +3% | +$5.76K | 0.11% | 87 |
|
|
2021
Q3 | $286K | Sell |
981
-99
| -9% | -$28.9K | 0.14% | 84 |
|
|
2021
Q2 | $272K | Sell |
1,080
-132
| -11% | -$33.2K | 0.16% | 89 |
|
|
2021
Q1 | $267K | Sell |
1,212
-31
| -2% | -$6.83K | 0.18% | 82 |
|
|
2020
Q4 | $275K | Buy |
+1,243
| New | +$275K | 0.18% | 67 |
|