American Money Management’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-11,435
| Closed | -$199K | – | 72 |
|
2019
Q4 | $199K | Hold |
11,435
| – | – | 0.09% | 75 |
|
2019
Q3 | $175K | Hold |
11,435
| – | – | 0.09% | 79 |
|
2019
Q2 | $154K | Hold |
11,435
| – | – | 0.08% | 77 |
|
2019
Q1 | $155K | Sell |
11,435
-222
| -2% | -$3.01K | 0.09% | 75 |
|
2018
Q4 | $150K | Hold |
11,657
| – | – | 0.09% | 71 |
|
2018
Q3 | $182K | Sell |
11,657
-564
| -5% | -$8.81K | 0.1% | 73 |
|
2018
Q2 | $227K | Hold |
12,221
| – | – | 0.14% | 69 |
|
2018
Q1 | $227K | Sell |
12,221
-2,153
| -15% | -$40K | 0.14% | 66 |
|
2017
Q4 | $266K | Sell |
14,374
-594
| -4% | -$11K | 0.16% | 65 |
|
2017
Q3 | $268K | Hold |
14,968
| – | – | 0.18% | 65 |
|
2017
Q2 | $246K | Sell |
14,968
-842
| -5% | -$13.8K | 0.18% | 65 |
|
2017
Q1 | $245K | Sell |
15,810
-3,200
| -17% | -$49.6K | 0.18% | 63 |
|
2016
Q4 | $271K | Sell |
19,010
-1,200
| -6% | -$17.1K | 0.22% | 66 |
|
2016
Q3 | $249K | Hold |
20,210
| – | – | 0.2% | 64 |
|
2016
Q2 | $217K | Hold |
20,210
| – | – | 0.18% | 66 |
|
2016
Q1 | $227K | Hold |
20,210
| – | – | 0.19% | 69 |
|
2015
Q4 | $238K | Hold |
20,210
| – | – | 0.2% | 65 |
|
2015
Q3 | $230K | Hold |
20,210
| – | – | 0.22% | 66 |
|
2015
Q2 | $197K | Hold |
20,210
| – | – | 0.17% | 82 |
|
2015
Q1 | $200K | Buy |
+20,210
| New | +$200K | 0.17% | 76 |
|