VWA
V Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.33M | Sell |
6,580
-4,993
| -43% | -$1.01M | 1.07% | 21 |
|
|
2023
Q2 | $2.44M | Buy |
11,573
+576
| +5% | +$122K | 0.41% | 47 |
|
|
2023
Q1 | $2.2M | Buy |
10,997
+1,700
| +18% | +$340K | 0.41% | 49 |
|
|
2022
Q4 | $1.23M | Sell |
9,297
-407
| -4% | -$54K | 0.25% | 90 |
|
|
2022
Q3 | $1.4M | Sell |
9,704
-2,496
| -20% | -$359K | 0.28% | 82 |
|
|
2022
Q2 | $2.01M | Sell |
12,200
-44
| -0.4% | -$7.26K | 0.38% | 56 |
|
|
2022
Q1 | $2.6M | Sell |
12,244
-814
| -6% | -$173K | 0.42% | 43 |
|
|
2021
Q4 | $3.32M | Sell |
13,058
-91
| -0.7% | -$23.1K | 0.49% | 39 |
|
|
2021
Q3 | $3.57M | Sell |
13,149
-10
| -0.1% | -$2.71K | 0.55% | 29 |
|
|
2021
Q2 | $3.22M | Sell |
13,159
-2,514
| -16% | -$614K | 0.51% | 35 |
|
|
2021
Q1 | $3.32M | Buy |
15,673
+1,176
| +8% | +$249K | 0.61% | 24 |
|
|
2020
Q4 | $3.23M | Buy |
14,497
+5,166
| +55% | +$1.15M | 0.67% | 22 |
|
|
2020
Q3 | $2.35M | Sell |
9,331
-1,624
| -15% | -$408K | 1.62% | 10 |
|
|
2020
Q2 | $2.05M | Sell |
10,955
-360
| -3% | -$67.4K | 0.53% | 34 |
|
|
2020
Q1 | $1.63M | Buy |
11,315
+9,631
| +572% | +$1.39M | 0.51% | 41 |
|
|
2019
Q4 | $250K | Hold |
1,684
| – | – | 0.09% | 230 |
|
|
2019
Q3 | $250K | Buy |
1,684
+58
| +4% | +$8.61K | 0.09% | 232 |
|
|
2019
Q2 | $252K | Buy |
1,626
+246
| +18% | +$38.1K | 0.1% | 217 |
|
|
2019
Q1 | $222K | Buy |
+1,380
| New | +$222K | 0.09% | 225 |
|
|
2017
Q3 | – | Sell |
-160
| Closed | -$14K | – | 297 |
|
|
2017
Q2 | $14K | Buy |
+160
| New | +$14K | 0.01% | 504 |
|