WA
Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,200
| Closed | -$490K | – | 74 |
|
|
2020
Q4 | $490K | Buy |
2,200
+200
| +10% | +$44.5K | 0.22% | 41 |
|
|
2020
Q3 | $520K | Hold |
2,000
| – | – | 0.24% | 38 |
|
|
2020
Q2 | $395K | Hold |
2,000
| – | – | 0.21% | 41 |
|
|
2020
Q1 | $314K | Sell |
2,000
-2,000
| -50% | -$314K | 0.21% | 46 |
|
|
2019
Q4 | $764K | Buy |
+4,000
| New | +$764K | 0.44% | 34 |
|