First Trust Direct Indexing’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $7.37M | Buy |
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|
2024
Q2 | $5.76M | Buy |
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|
2024
Q1 | $6.24M | Buy |
|
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|
2023
Q4 | $4.96M | Buy |
|
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|
2023
Q3 | $3.77M | Buy |
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|
2023
Q2 | $3.66M | Buy |
|
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|
2023
Q1 | $3.33M | Buy |
|
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|
2022
Q4 | $1.82M | Sell |
|
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|
2022
Q3 | $2.19M | Sell |
|
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|
2022
Q2 | $2.73M | Buy |
|
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|
2022
Q1 | $3.33M | Buy |
|
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|
2021
Q4 | $3.65M | Buy |
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|
2021
Q3 | $3.78M | Buy |
|
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|
2021
Q2 | $3.17M | Buy |
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|
2021
Q1 | $2.03M | Buy |
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|
2020
Q4 | $2.03M | Buy |
|