FFG
Fortem Financial Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,190
| Closed | -$465K | – | 168 |
|
|
2022
Q1 | $465K | Sell |
2,190
-1,100
| -33% | -$234K | 0.2% | 113 |
|
|
2021
Q4 | $836K | Hold |
3,290
| – | – | 0.38% | 85 |
|
|
2021
Q3 | $892K | Sell |
3,290
-450
| -12% | -$122K | 0.45% | 81 |
|
|
2021
Q2 | $914K | Sell |
3,740
-100
| -3% | -$24.4K | 0.46% | 80 |
|
|
2021
Q1 | $814K | Sell |
3,840
-70
| -2% | -$14.8K | 0.47% | 76 |
|
|
2020
Q4 | $870K | Buy |
3,910
+220
| +6% | +$49K | 0.52% | 70 |
|
|
2020
Q3 | $927K | Hold |
3,690
| – | – | 0.67% | 56 |
|
|
2020
Q2 | $691K | Sell |
3,690
-110
| -3% | -$20.6K | 0.53% | 66 |
|
|
2020
Q1 | $547K | Buy |
3,800
+1,250
| +49% | +$180K | 0.5% | 78 |
|
|
2019
Q4 | $415K | Hold |
2,550
| – | – | 0.31% | 82 |
|
|
2019
Q3 | $379K | Sell |
2,550
-250
| -9% | -$37.2K | 0.32% | 80 |
|
|
2019
Q2 | $425K | Hold |
2,800
| – | – | 0.43% | 57 |
|
|
2019
Q1 | $443K | Buy |
2,800
+400
| +17% | +$63.3K | 0.46% | 55 |
|
|
2018
Q4 | $329K | Buy |
+2,400
| New | +$329K | 0.4% | 58 |
|