ALPS Advisors’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
Q1 | – | Sell |
-16,486
| Closed | -$236K | – | 1063 |
|
|
2022
Q4 | $236K | Sell |
16,486
-86
| -0.5% | -$1.23K | ﹤0.01% | 979 |
|
|
2022
Q3 | $301K | Buy |
16,572
+3,066
| +23% | +$55.7K | ﹤0.01% | 782 |
|
|
2022
Q2 | $277K | Sell |
13,506
-139
| -1% | -$2.85K | ﹤0.01% | 876 |
|
|
2022
Q1 | $331K | Sell |
13,645
-1,340
| -9% | -$32.5K | ﹤0.01% | 719 |
|
|
2021
Q4 | $373K | Buy |
14,985
+192
| +1% | +$4.78K | ﹤0.01% | 726 |
|
|
2021
Q3 | $389K | Buy |
14,793
+523
| +4% | +$13.8K | ﹤0.01% | 587 |
|
|
2021
Q2 | $321K | Hold |
14,270
| – | – | ﹤0.01% | 795 |
|
|
2021
Q1 | $335K | Sell |
14,270
-3,740
| -21% | -$87.8K | ﹤0.01% | 685 |
|
|
2020
Q4 | $360K | Sell |
18,010
-548
| -3% | -$11K | ﹤0.01% | 590 |
|
|
2020
Q3 | $243K | Buy |
+18,558
| New | +$243K | ﹤0.01% | 795 |
|