WWM
Wagner Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,233
| Closed | -$371K | – | 264 |
|
|
2024
Q1 | $371K | Buy |
+1,233
| New | +$371K | 0.11% | 87 |
|
|
2022
Q4 | – | Sell |
-479
| Closed | -$69K | – | 333 |
|
|
2022
Q3 | $69K | Buy |
479
+55
| +13% | +$7.92K | 0.05% | 178 |
|
|
2022
Q2 | $70K | Buy |
+424
| New | +$70K | 0.06% | 170 |
|
|
2022
Q1 | – | Sell |
-376
| Closed | -$96K | – | 298 |
|
|
2021
Q4 | $96K | Buy |
376
+105
| +39% | +$26.8K | 0.07% | 183 |
|
|
2021
Q3 | $81K | Buy |
271
+40
| +17% | +$12K | 0.06% | 186 |
|
|
2021
Q2 | $56K | Buy |
231
+60
| +35% | +$14.5K | 0.04% | 239 |
|
|
2021
Q1 | $36K | Buy |
+171
| New | +$36K | 0.03% | 268 |
|
|
2018
Q3 | $87K | Buy |
+550
| New | +$87K | 0.06% | 204 |
|