YWP
YorkBridge Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.52M | Sell |
34,067
-3,072
| -8% | -$407K | 1.15% | 16 |
|
|
2022
Q3 | $5.34M | Buy |
37,139
+3,637
| +11% | +$523K | 1.38% | 16 |
|
|
2022
Q2 | $5.53M | Sell |
33,502
-393
| -1% | -$64.9K | 1.45% | 13 |
|
|
2022
Q1 | $7.2M | Buy |
33,895
+10,092
| +42% | +$2.14M | 1.58% | 13 |
|
|
2021
Q4 | $6.05M | Buy |
23,803
+1,081
| +5% | +$275K | 1.36% | 16 |
|
|
2021
Q3 | $6.16M | Buy |
22,722
+993
| +5% | +$269K | 1.55% | 12 |
|
|
2021
Q2 | $5.31M | Buy |
21,729
+86
| +0.4% | +$21K | 1.39% | 17 |
|
|
2021
Q1 | $4.59M | Buy |
21,643
+4,657
| +27% | +$987K | 1.36% | 16 |
|
|
2020
Q4 | $3.78M | Buy |
16,986
+911
| +6% | +$203K | 1.27% | 20 |
|
|
2020
Q3 | $4.04M | Buy |
16,075
+2,042
| +15% | +$513K | 1.7% | 16 |
|
|
2020
Q2 | $2.63M | Buy |
14,033
+2,739
| +24% | +$513K | 1.2% | 21 |
|
|
2020
Q1 | $1.63M | Buy |
11,294
+4,295
| +61% | +$618K | 1% | 29 |
|
|
2019
Q4 | $1.14M | Buy |
+6,999
| New | +$1.14M | 0.52% | 58 |
|
|
2019
Q3 | – | Sell |
-1,170
| Closed | -$178K | – | 270 |
|
|
2019
Q2 | $178K | Hold |
1,170
| – | – | 0.08% | 183 |
|
|
2019
Q1 | $185K | Sell |
1,170
-50
| -4% | -$7.91K | 0.09% | 171 |
|
|
2018
Q4 | $167K | Buy |
1,220
+400
| +49% | +$54.8K | 0.09% | 164 |
|
|
2018
Q3 | $131K | Sell |
820
-8,367
| -91% | -$1.34M | 0.06% | 239 |
|
|
2018
Q2 | $1.25M | Sell |
9,187
-50
| -0.5% | -$6.82K | 0.55% | 50 |
|
|
2018
Q1 | $1.12M | Sell |
9,237
-103
| -1% | -$12.5K | 0.52% | 54 |
|
|
2017
Q4 | $1.01M | Buy |
9,340
+295
| +3% | +$31.7K | 0.49% | 55 |
|
|
2017
Q3 | $845K | Buy |
9,045
+230
| +3% | +$21.5K | 0.44% | 60 |
|
|
2017
Q2 | $759K | Hold |
8,815
| – | – | 0.4% | 67 |
|
|
2017
Q1 | $768K | Sell |
8,815
-685
| -7% | -$59.7K | 0.4% | 66 |
|
|
2016
Q4 | $700K | Buy |
+9,500
| New | +$700K | 0.41% | 66 |
|