First Foundation Advisors’s Dakota Gold DC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-17,658
Closed -$53.9K 398
2022
Q4
$53.9K Buy
17,658
+648
+4% +$1.98K ﹤0.01% 394
2022
Q3
$52K Buy
+17,010
New +$52K ﹤0.01% 379