First Foundation Advisors’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,221
| Closed | -$627K | – | 417 |
|
|
2020
Q4 | $627K | Sell |
8,221
-273
| -3% | -$20.8K | 0.03% | 242 |
|
|
2020
Q3 | $500K | Sell |
8,494
-120
| -1% | -$7.06K | 0.02% | 237 |
|
|
2020
Q2 | $551K | Sell |
8,614
-2,486
| -22% | -$159K | 0.03% | 223 |
|
|
2020
Q1 | $393K | Buy |
11,100
+1,937
| +21% | +$68.6K | 0.02% | 251 |
|
|
2019
Q4 | $550K | Buy |
9,163
+2,841
| +45% | +$171K | 0.03% | 234 |
|
|
2019
Q3 | $330K | Buy |
+6,322
| New | +$330K | 0.02% | 275 |
|