WWM
Windsor Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,140
| Closed | -$241K | – | 161 |
|
|
2023
Q2 | $241K | Buy |
1,140
+2
| +0.2% | +$423 | 0.04% | 146 |
|
|
2023
Q1 | $218K | Buy |
+1,138
| New | +$218K | 0.04% | 151 |
|
|
2022
Q3 | – | Sell |
-1,307
| Closed | -$226K | – | 151 |
|
|
2022
Q2 | $226K | Sell |
1,307
-216
| -14% | -$37.4K | 0.06% | 140 |
|
|
2022
Q1 | $300K | Sell |
1,523
-1,380
| -48% | -$272K | 0.06% | 188 |
|
|
2021
Q4 | $721K | Buy |
2,903
+480
| +20% | +$119K | 0.13% | 129 |
|
|
2021
Q3 | $667K | Buy |
2,423
+107
| +5% | +$29.5K | 0.14% | 131 |
|
|
2021
Q2 | $566K | Buy |
2,316
+798
| +53% | +$195K | 0.12% | 142 |
|
|
2021
Q1 | $322K | Buy |
1,518
+264
| +21% | +$56K | 0.08% | 169 |
|
|
2020
Q4 | $279K | Buy |
1,254
+13
| +1% | +$2.89K | 0.07% | 170 |
|
|
2020
Q3 | $300K | Buy |
+1,241
| New | +$300K | 0.09% | 159 |
|