Connectus Wealth’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
-56,408
Closed -$1.02M 451
2022
Q3
$1.02M Buy
56,408
+3,186
+6% +$57.8K 0.02% 333
2022
Q2
$1.09M Buy
53,222
+7,230
+16% +$148K 0.02% 261
2022
Q1
$1.14M Sell
45,992
-2,830
-6% -$70.4K 0.04% 229
2021
Q4
$1.21M Buy
+48,822
New +$1.21M 0.05% 195