First Foundation Advisors’s Citigroup Inc C.WS.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-18,985
| Closed | -$19K | – | 358 |
|
|
2017
Q4 | $19K | Hold |
18,985
| – | – | ﹤0.01% | 327 |
|
|
2017
Q3 | $2K | Hold |
18,985
| – | – | ﹤0.01% | 309 |
|
|
2017
Q2 | $3K | Hold |
18,985
| – | – | ﹤0.01% | 314 |
|
|
2017
Q1 | $3K | Hold |
18,985
| – | – | ﹤0.01% | 313 |
|
|
2016
Q4 | $3K | Hold |
18,985
| – | – | ﹤0.01% | 311 |
|
|
2016
Q3 | $1K | Hold |
18,985
| – | – | ﹤0.01% | 288 |
|
|
2016
Q2 | $1K | Hold |
18,985
| – | – | ﹤0.01% | 290 |
|
|
2016
Q1 | $2K | Hold |
18,985
| – | – | ﹤0.01% | 298 |
|
|
2015
Q4 | $3K | Hold |
18,985
| – | – | ﹤0.01% | 297 |
|
|
2015
Q3 | $9K | Hold |
18,985
| – | – | ﹤0.01% | 239 |
|
|
2015
Q2 | $14K | Hold |
18,985
| – | – | ﹤0.01% | 244 |
|
|
2015
Q1 | $14K | Hold |
18,985
| – | – | ﹤0.01% | 240 |
|
|
2014
Q4 | $17K | Hold |
18,985
| – | – | ﹤0.01% | 245 |
|
|
2014
Q3 | $18K | Sell |
18,985
-10,000
| -35% | -$9.48K | ﹤0.01% | 238 |
|
|
2014
Q2 | $18K | Buy |
+28,985
| New | +$18K | ﹤0.01% | 241 |
|
|
2014
Q1 | – | Sell |
-28,985
| Closed | -$19K | – | 217 |
|
|
2013
Q4 | $19K | Buy |
+28,985
| New | +$19K | ﹤0.01% | 195 |
|