FTIS
First Trust Investment Solutions’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.09M | Buy |
29,557
+26,606
| +902% | +$7.28M | 0.91% | 26 |
|
|
2024
Q2 | $759K | Buy |
2,951
+1,333
| +82% | +$343K | 0.11% | 147 |
|
|
2024
Q1 | $487K | Buy |
1,618
+249
| +18% | +$75K | 0.09% | 147 |
|
|
2023
Q4 | $360K | Buy |
+1,369
| New | +$360K | 0.07% | 156 |
|