FGIM
First Growth Investment Manager’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $243K | Hold |
1,150
| – | – | 0.41% | 20 |
|
|
2023
Q1 | $230K | Buy |
+1,150
| New | +$230K | 0.41% | 20 |
|
|
2022
Q2 | – | Sell |
-1,150
| Closed | -$244K | – | 26 |
|
|
2022
Q1 | $244K | Buy |
+1,150
| New | +$244K | 0.18% | 23 |
|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$271K | – | 23 |
|
|
2021
Q3 | $271K | Hold |
1,000
| – | – | 0.1% | 26 |
|
|
2021
Q2 | $244K | Hold |
1,000
| – | – | 0.09% | 24 |
|
|
2021
Q1 | $212K | Hold |
1,000
| – | – | 0.07% | 25 |
|
|
2020
Q4 | $223K | Buy |
+1,000
| New | +$223K | 0.16% | 24 |
|