WWS
Wellington Wealth Strategies’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $302K | Sell |
915
-1,407
| -61% | -$464K | 0.27% | 49 |
|
|
2024
Q3 | $677K | Buy |
+2,322
| New | +$677K | 0.51% | 41 |
|
|
2024
Q2 | – | Sell |
-2,043
| Closed | -$615K | – | 77 |
|
|
2024
Q1 | $615K | Sell |
2,043
-1,335
| -40% | -$402K | 0.29% | 76 |
|
|
2023
Q4 | $889K | Buy |
+3,378
| New | +$889K | 0.75% | 33 |
|
|
2020
Q4 | $889K | Buy |
+3,378
| New | +$889K | 0.75% | 33 |
|