WQ
Wealth Quarterback’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $45K | Buy |
165
+19
| +13% | +$5.18K | 0.03% | 251 |
|
|
2021
Q2 | $36K | Buy |
+146
| New | +$36K | 0.02% | 275 |
|
|
2020
Q2 | – | Sell |
-229
| Closed | -$33K | – | 241 |
|
|
2020
Q1 | $33K | Sell |
229
-19,019
| -99% | -$2.74M | 0.03% | 274 |
|
|
2019
Q4 | $56.4K | Buy |
+19,248
| New | +$56.4K | 0.05% | 225 |
|