WWM
Willingdon Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $91K | Sell |
631
-56
| -8% | -$8.08K | 0.02% | 136 |
|
|
2019
Q4 | $112K | Sell |
687
-41
| -6% | -$6.68K | 0.02% | 148 |
|
|
2019
Q3 | $108K | Buy |
728
+41
| +6% | +$6.08K | 0.02% | 142 |
|
|
2019
Q2 | $104K | Sell |
687
-260
| -27% | -$39.4K | 0.02% | 145 |
|
|
2019
Q1 | $150K | Sell |
947
-705
| -43% | -$112K | 0.04% | 138 |
|
|
2018
Q4 | $226K | Sell |
1,652
-650
| -28% | -$88.9K | 0.07% | 131 |
|
|
2018
Q3 | $366K | Sell |
2,302
-28,426
| -93% | -$4.52M | 0.1% | 116 |
|
|
2018
Q2 | $4.19M | Buy |
30,728
+1,287
| +4% | +$176K | 1.28% | 19 |
|
|
2018
Q1 | $3.42M | Buy |
29,441
+1,551
| +6% | +$180K | 1.08% | 28 |
|
|
2017
Q4 | $2.85M | Buy |
27,890
+802
| +3% | +$82K | 0.94% | 43 |
|
|
2017
Q3 | $2.53M | Buy |
27,088
+932
| +4% | +$87.1K | 0.92% | 48 |
|
|
2017
Q2 | $2.27M | Buy |
26,156
+241
| +0.9% | +$20.9K | 0.9% | 52 |
|
|
2017
Q1 | $2.14M | Sell |
25,915
-15,504
| -37% | -$1.28M | 0.86% | 48 |
|
|
2016
Q4 | $2.84M | Buy |
41,419
+12,215
| +42% | +$836K | 1.34% | 21 |
|
|
2016
Q3 | $2.08M | Buy |
29,204
+367
| +1% | +$26.2K | 1.05% | 34 |
|
|
2016
Q2 | $2.29M | Buy |
28,837
+1,924
| +7% | +$153K | 1.18% | 27 |
|
|
2016
Q1 | $1.99M | Buy |
+26,913
| New | +$1.99M | 1.22% | 29 |
|