Advisory Services Network’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,330
| Closed | -$17.4K | – | 2192 |
|
|
2023
Q1 | $17.4K | Hold |
2,330
| – | – | ﹤0.01% | 2632 |
|
|
2022
Q4 | $33.4K | Buy |
+2,330
| New | +$33.4K | ﹤0.01% | 2185 |
|
|
2021
Q3 | – | Sell |
-2,650
| Closed | -$60K | – | 2031 |
|
|
2021
Q2 | $60K | Buy |
+2,650
| New | +$60K | ﹤0.01% | 1887 |
|
|
2021
Q1 | – | Sell |
-2,800
| Closed | -$56K | – | 1932 |
|
|
2020
Q4 | $56K | Hold |
2,800
| – | – | ﹤0.01% | 1605 |
|
|
2020
Q3 | $37K | Buy |
+2,800
| New | +$37K | ﹤0.01% | 1735 |
|
|
2020
Q2 | – | Sell |
-2,800
| Closed | -$29K | – | 1609 |
|
|
2020
Q1 | $29K | Sell |
2,800
-200
| -7% | -$2.07K | ﹤0.01% | 1649 |
|
|
2019
Q4 | $52K | Sell |
3,000
-150
| -5% | -$2.6K | ﹤0.01% | 1475 |
|
|
2019
Q3 | $42K | Hold |
3,150
| – | – | ﹤0.01% | 1445 |
|
|
2019
Q2 | $42K | Hold |
3,150
| – | – | ﹤0.01% | 1443 |
|
|
2019
Q1 | $43K | Buy |
+3,150
| New | +$43K | ﹤0.01% | 1292 |
|