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First Foundation Advisors’s Carter's CRI Stock Holding History

First Foundation Advisors’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,168
Closed -$372K – 327
2017
Q4 		$372K Sell
3,168
-4,074
-56% -$478K 0.02% 247
2017
Q3 		$715K Buy
7,242
+2,603
+56% +$257K 0.04% 168
2017
Q2 		$413K Buy
+4,639
New +$413K 0.02% 220