First Foundation Advisors’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-46,000
Closed -$362K 437
2023
Q4
$362K Hold
46,000
0.02% 261
2023
Q3
$358K Buy
46,000
+26,000
+130% +$203K 0.02% 289
2023
Q2
$157K Buy
+20,000
New +$157K 0.01% 395