CAPTRUST Financial 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
Q3 | – | Sell |
-1,450
| Closed | -$30K | – | 2733 |
|
|
2022
Q2 | $30K | Sell |
1,450
-48
| -3% | -$993 | ﹤0.01% | 3118 |
|
|
2022
Q1 | $36K | Sell |
1,498
-42
| -3% | -$1.01K | ﹤0.01% | 3022 |
|
|
2021
Q4 | $38K | Sell |
1,540
-317
| -17% | -$7.82K | ﹤0.01% | 2872 |
|
|
2021
Q3 | $49K | Buy |
1,857
+13
| +0.7% | +$343 | ﹤0.01% | 2590 |
|
|
2021
Q2 | $42K | Buy |
1,844
+666
| +57% | +$15.2K | ﹤0.01% | 2624 |
|
|
2021
Q1 | $28K | Buy |
1,178
+1,029
| +691% | +$24.5K | ﹤0.01% | 2791 |
|
|
2020
Q4 | $3K | Hold |
149
| – | – | ﹤0.01% | 2994 |
|
|
2020
Q3 | $2K | Hold |
149
| – | – | ﹤0.01% | 2759 |
|
|
2020
Q2 | $2K | Buy |
+149
| New | +$2K | ﹤0.01% | 2597 |
|