WWM
WT Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,909
| Closed | -$1.47M | – | 106 |
|
|
2022
Q1 | $1.47M | Buy |
6,909
+1,056
| +18% | +$224K | 0.56% | 58 |
|
|
2021
Q4 | $1.49M | Sell |
5,853
-334
| -5% | -$84.9K | 0.55% | 62 |
|
|
2021
Q3 | $1.68M | Buy |
6,187
+408
| +7% | +$111K | 0.65% | 47 |
|
|
2021
Q2 | $1.41M | Buy |
5,779
+575
| +11% | +$140K | 0.57% | 55 |
|
|
2021
Q1 | $1.1M | Sell |
5,204
-224
| -4% | -$47.5K | 0.51% | 59 |
|
|
2020
Q4 | $1.21M | Buy |
5,428
+2,124
| +64% | +$472K | 0.66% | 56 |
|
|
2020
Q3 | $830K | Buy |
3,304
+197
| +6% | +$49.5K | 0.55% | 52 |
|
|
2020
Q2 | $582K | Buy |
3,107
+315
| +11% | +$59K | 0.47% | 53 |
|
|
2020
Q1 | $401K | Buy |
2,792
+69
| +3% | +$9.91K | 0.42% | 49 |
|
|
2019
Q4 | $442K | Sell |
2,723
-66
| -2% | -$10.7K | 0.34% | 53 |
|
|
2019
Q3 | $414K | Buy |
+2,789
| New | +$414K | 0.36% | 53 |
|