TPWA
TRUE Private Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
6,030
+7
| +0.1% | +$1.91K | 0.18% | 81 |
|
|
2025
Q1 | $1.62M | Buy |
6,023
+158
| +3% | +$42.4K | 0.2% | 74 |
|
|
2024
Q4 | $1.96M | Buy |
5,865
+1
| +0% | +$334 | 0.24% | 68 |
|
|
2024
Q3 | $1.61M | Sell |
5,864
-31
| -0.5% | -$8.49K | 0.19% | 75 |
|
|
2024
Q2 | $1.52M | Buy |
5,895
+35
| +0.6% | +$9K | 0.17% | 79 |
|
|
2024
Q1 | $1.76M | Sell |
5,860
-45
| -0.8% | -$13.6K | 0.2% | 68 |
|
|
2023
Q4 | $1.55M | Sell |
5,905
-489
| -8% | -$129K | 0.2% | 72 |
|
|
2023
Q3 | $1.3M | Buy |
6,394
+122
| +2% | +$24.7K | 0.18% | 79 |
|
|
2023
Q2 | $1.33M | Sell |
6,272
-103
| -2% | -$21.8K | 0.2% | 72 |
|
|
2023
Q1 | $1.27M | Buy |
6,375
+19
| +0.3% | +$3.8K | 0.19% | 69 |
|
|
2022
Q4 | $843K | Sell |
6,356
-198
| -3% | -$26.3K | 0.13% | 82 |
|
|
2022
Q3 | $942K | Sell |
6,554
-84
| -1% | -$12.1K | 0.14% | 73 |
|
|
2022
Q2 | $1.1M | Sell |
6,638
-346
| -5% | -$57.1K | 0.16% | 72 |
|
|
2022
Q1 | $1.3M | Sell |
6,984
-933
| -12% | -$173K | 0.18% | 70 |
|
|
2021
Q4 | $2.01M | Buy |
7,917
+222
| +3% | +$56.4K | 0.29% | 58 |
|
|
2021
Q3 | $2.09M | Buy |
7,695
+5
| +0.1% | +$1.36K | 0.3% | 57 |
|
|
2021
Q2 | $1.88M | Buy |
7,690
+93
| +1% | +$22.7K | 0.28% | 60 |
|
|
2021
Q1 | $1.61M | Buy |
7,597
+72
| +1% | +$15.3K | 0.26% | 62 |
|
|
2020
Q4 | $1.67M | Buy |
7,525
+36
| +0.5% | +$8.01K | 0.28% | 57 |
|
|
2020
Q3 | $1.88M | Sell |
7,489
-5
| -0.1% | -$1.26K | 0.32% | 50 |
|
|
2020
Q2 | $1.4M | Buy |
7,494
+364
| +5% | +$68.1K | 0.26% | 66 |
|
|
2020
Q1 | $1.03M | Sell |
7,130
-28
| -0.4% | -$4.03K | 0.22% | 64 |
|
|
2019
Q4 | $1.16M | Buy |
7,158
+1,128
| +19% | +$183K | 0.18% | 77 |
|
|
2019
Q3 | $895K | Sell |
6,030
-24
| -0.4% | -$3.56K | 0.15% | 85 |
|
|
2019
Q2 | $918K | Sell |
6,054
-85
| -1% | -$12.9K | 0.16% | 83 |
|
|
2019
Q1 | $972K | Sell |
6,139
-215
| -3% | -$34K | 0.19% | 83 |
|
|
2018
Q4 | $870K | Sell |
6,354
-199
| -3% | -$27.2K | 0.15% | 96 |
|
|
2018
Q3 | $1.04M | Buy |
6,553
+81
| +1% | +$12.9K | 0.15% | 98 |
|
|
2018
Q2 | $882K | Buy |
6,472
+482
| +8% | +$65.7K | 0.14% | 102 |
|
|
2018
Q1 | $696K | Sell |
5,990
-100
| -2% | -$11.6K | 0.12% | 107 |
|
|
2017
Q4 | $622K | Buy |
6,090
+80
| +1% | +$8.17K | 0.11% | 107 |
|
|
2017
Q3 | $561K | Hold |
6,010
| – | – | 0.13% | 76 |
|
|
2017
Q2 | $520K | Buy |
6,010
+126
| +2% | +$10.9K | 0.12% | 83 |
|
|
2017
Q1 | $496K | Sell |
5,884
-171
| -3% | -$14.4K | 0.11% | 81 |
|
|
2016
Q4 | $475K | Buy |
6,055
+271
| +5% | +$21.3K | 0.12% | 83 |
|
|
2016
Q3 | $408K | Buy |
5,784
+158
| +3% | +$11.1K | 0.13% | 85 |
|
|
2016
Q2 | $446K | Hold |
5,626
| – | – | 0.15% | 74 |
|
|
2016
Q1 | $415K | Buy |
5,626
+142
| +3% | +$10.5K | 0.16% | 70 |
|
|
2015
Q4 | $430K | Buy |
+5,484
| New | +$430K | 0.19% | 62 |
|