FDW
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Fourth Dimension Wealth’s Salesforce CRM Stock Holding History

Fourth Dimension Wealth’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$103K Sell
376
-109
-22% -$29.7K 0.04% 168
2025
Q1 		$130K Hold
485
– – 0.06% 138
2024
Q4 		$162K Buy
+485
New +$162K 0.08% 115