WMA
Wealth Management Associates’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,169
| Closed | -$312K | – | 189 |
|
|
2022
Q3 | $312K | Buy |
2,169
+175
| +9% | +$25.2K | 0.22% | 122 |
|
|
2022
Q2 | $329K | Sell |
1,994
-1,951
| -49% | -$322K | 0.22% | 115 |
|
|
2022
Q1 | $838K | Hold |
3,945
| – | – | 0.48% | 51 |
|
|
2021
Q4 | $1M | Buy |
3,945
+230
| +6% | +$58.5K | 0.54% | 41 |
|
|
2021
Q3 | $1.01M | Buy |
3,715
+46
| +1% | +$12.5K | 0.59% | 37 |
|
|
2021
Q2 | $896K | Sell |
3,669
-310
| -8% | -$75.7K | 0.51% | 46 |
|
|
2021
Q1 | $843K | Buy |
3,979
+325
| +9% | +$68.9K | 0.54% | 44 |
|
|
2020
Q4 | $813K | Sell |
3,654
-78
| -2% | -$17.4K | 0.53% | 41 |
|
|
2020
Q3 | $938K | Sell |
3,732
-577
| -13% | -$145K | 0.72% | 31 |
|
|
2020
Q2 | $807K | Hold |
4,309
| – | – | 0.68% | 32 |
|
|
2020
Q1 | $620K | Sell |
4,309
-117
| -3% | -$16.8K | 0.63% | 40 |
|
|
2019
Q4 | $720K | Sell |
4,426
-5
| -0.1% | -$813 | 0.52% | 44 |
|
|
2019
Q3 | $658K | Buy |
+4,431
| New | +$658K | 0.53% | 43 |
|