Apriem 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-16,700
| Closed | -$303K | – | 148 |
|
2022
Q3 | $303K | Hold |
16,700
| – | – | 0.05% | 114 |
|
2022
Q2 | $342K | Sell |
16,700
-3,300
| -17% | -$67.6K | 0.06% | 108 |
|
2022
Q1 | $486K | Hold |
20,000
| – | – | 0.07% | 97 |
|
2021
Q4 | $497K | Hold |
20,000
| – | – | 0.07% | 96 |
|
2021
Q3 | $526K | Hold |
20,000
| – | – | 0.08% | 88 |
|
2021
Q2 | $450K | Hold |
20,000
| – | – | 0.07% | 94 |
|
2021
Q1 | $469K | Hold |
20,000
| – | – | 0.07% | 88 |
|
2020
Q4 | $400K | Hold |
20,000
| – | – | 0.07% | 89 |
|
2020
Q3 | $261K | Hold |
20,000
| – | – | 0.05% | 106 |
|
2020
Q2 | $327K | Hold |
20,000
| – | – | 0.07% | 90 |
|
2020
Q1 | $204K | Hold |
20,000
| – | – | 0.05% | 104 |
|
2019
Q4 | $348K | Hold |
20,000
| – | – | 0.07% | 90 |
|
2019
Q3 | $306K | Hold |
20,000
| – | – | 0.07% | 97 |
|
2019
Q2 | $269K | Hold |
20,000
| – | – | 0.08% | 108 |
|
2019
Q1 | $271K | Hold |
20,000
| – | – | 0.07% | 105 |
|
2018
Q4 | $257K | Hold |
20,000
| – | – | 0.09% | 101 |
|
2018
Q3 | $312K | Hold |
20,000
| – | – | 0.07% | 106 |
|
2018
Q2 | $371K | Hold |
20,000
| – | – | 0.08% | 87 |
|
2018
Q1 | $371K | Hold |
20,000
| – | – | 0.09% | 85 |
|
2017
Q4 | $371K | Hold |
20,000
| – | – | 0.09% | 85 |
|
2017
Q3 | $358K | Hold |
20,000
| – | – | 0.09% | 94 |
|
2017
Q2 | $329K | Hold |
20,000
| – | – | 0.09% | 92 |
|
2017
Q1 | $310K | Hold |
20,000
| – | – | 0.08% | 91 |
|
2016
Q4 | $285K | Hold |
20,000
| – | – | 0.08% | 95 |
|
2016
Q3 | $247K | Hold |
20,000
| – | – | 0.07% | 101 |
|
2016
Q2 | $215K | Hold |
20,000
| – | – | 0.07% | 113 |
|
2016
Q1 | $224K | Hold |
20,000
| – | – | 0.09% | 92 |
|
2015
Q4 | $236K | Hold |
20,000
| – | – | 0.08% | 85 |
|
2015
Q3 | $228K | Buy |
+20,000
| New | +$228K | 0.08% | 87 |
|