Envestnet Asset Management’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 |
-156,108
| Closed | -$2.24M | – | 4019 |
|
|
2022
Q4 | $2.24M | Buy |
156,108
+17,928
| +13% | +$257K | ﹤0.01% | 2081 |
|
|
2022
Q3 | $2.51M | Buy |
138,180
+36,743
| +36% | +$667K | ﹤0.01% | 1948 |
|
|
2022
Q2 | $2.08M | Buy |
101,437
+22,833
| +29% | +$468K | ﹤0.01% | 2078 |
|
|
2022
Q1 | $1.91M | Buy |
78,604
+12,689
| +19% | +$308K | ﹤0.01% | 2224 |
|
|
2021
Q4 | $1.64M | Buy |
65,915
+11,698
| +22% | +$291K | ﹤0.01% | 2305 |
|
|
2021
Q3 | $1.43M | Buy |
54,217
+32,099
| +145% | +$844K | ﹤0.01% | 2323 |
|
|
2021
Q2 | $498K | Buy |
22,118
+1,196
| +6% | +$26.9K | ﹤0.01% | 2983 |
|
|
2021
Q1 | $491K | Buy |
20,922
+4,755
| +29% | +$112K | ﹤0.01% | 2855 |
|
|
2020
Q4 | $323K | Buy |
16,167
+4,534
| +39% | +$90.6K | ﹤0.01% | 2884 |
|
|
2020
Q3 | $152K | Buy |
11,633
+1,141
| +11% | +$14.9K | ﹤0.01% | 2971 |
|
|
2020
Q2 | $171K | Buy |
+10,492
| New | +$171K | ﹤0.01% | 2903 |
|