Buffington Mohr McNeal’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,668
| Closed | -$126K | – | 126 |
|
|
2024
Q1 | $126K | Hold |
16,668
| – | – | 0.02% | 129 |
|
|
2023
Q4 | $161K | Hold |
16,668
| – | – | 0.03% | 129 |
|
|
2023
Q3 | $101K | Hold |
16,668
| – | – | 0.02% | 119 |
|
|
2023
Q2 | $66.2K | Hold |
16,668
| – | – | 0.01% | 122 |
|
|
2023
Q1 | $124K | Hold |
16,668
| – | – | 0.03% | 123 |
|
|
2022
Q4 | $239K | Hold |
16,668
| – | – | 0.06% | 117 |
|
|
2022
Q3 | $302K | Hold |
16,668
| – | – | 0.07% | 105 |
|
|
2022
Q2 | $341K | Buy |
+16,668
| New | +$341K | 0.07% | 104 |
|