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 |
|