Cooper Financial Group’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,852
| Closed | -$227K | – | 306 |
|
|
2022
Q4 | $227K | Buy |
15,852
+2,769
| +21% | +$39.7K | 0.07% | 266 |
|
|
2022
Q3 | $237K | Buy |
13,083
+2,808
| +27% | +$50.9K | 0.09% | 224 |
|
|
2022
Q2 | $210K | Buy |
10,275
+1,244
| +14% | +$25.4K | 0.08% | 238 |
|
|
2022
Q1 | $219K | Buy |
+9,031
| New | +$219K | 0.08% | 224 |
|
|
2021
Q4 | – | Sell |
-27,384
| Closed | -$720K | – | 248 |
|
|
2021
Q3 | $720K | Buy |
27,384
+7,927
| +41% | +$208K | 0.15% | 96 |
|
|
2021
Q2 | $438K | Buy |
+19,457
| New | +$438K | 0.09% | 137 |
|