FirstPurpose Wealth’s Salesforce CRM Stock Holding History

FirstPurpose Wealth’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.12M	Sell
2023 Q4	$994K	Buy
2023 Q3	$753K	Buy
2023 Q2	$777K	Sell
2023 Q1	$888K	Buy
2022 Q4	$485K	Buy
2022 Q3	$467K	Buy
2022 Q2	$453K	Buy
2022 Q1	$535K	Buy
2021 Q4	$585K	Buy