Aperio Group’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
Q4 | $358K | Buy |
17,879
+1,855
| +12% | +$37.1K | ﹤0.01% | 2107 |
|
|
2020
Q3 | $209K | Buy |
16,024
+2,582
| +19% | +$33.7K | ﹤0.01% | 2209 |
|
|
2020
Q2 | $220K | Buy |
13,442
+1,491
| +12% | +$24.4K | ﹤0.01% | 2151 |
|
|
2020
Q1 | $122K | Buy |
+11,951
| New | +$122K | ﹤0.01% | 2189 |
|
|
2019
Q3 | – | Sell |
-4,263
| Closed | -$57K | – | 2465 |
|
|
2019
Q2 | $57K | Buy |
+4,263
| New | +$57K | ﹤0.01% | 2509 |
|