Diversified Trust’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 |
-13,946
| Closed | -$105K | – | 900 |
|
|
2024
Q1 | $105K | Hold |
13,946
| – | – | ﹤0.01% | 791 |
|
|
2023
Q4 | $135K | Buy |
13,946
+1,089
| +8% | +$10.5K | ﹤0.01% | 815 |
|
|
2023
Q3 | $78.2K | Buy |
+12,857
| New | +$78.2K | ﹤0.01% | 796 |
|
|
2023
Q1 | – | Sell |
-11,083
| Closed | -$159K | – | 861 |
|
|
2022
Q4 | $159K | Hold |
11,083
| – | – | 0.01% | 742 |
|
|
2022
Q3 | $201K | Buy |
11,083
+1,161
| +12% | +$21.1K | 0.01% | 704 |
|
|
2022
Q2 | $203K | Buy |
+9,922
| New | +$203K | 0.01% | 687 |
|
|
2021
Q2 | – | Sell |
-9,323
| Closed | -$219K | – | 828 |
|
|
2021
Q1 | $219K | Buy |
+9,323
| New | +$219K | 0.01% | 661 |
|