First Foundation Advisors’s PCM Fund PCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $167K | Sell |
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|
2022
Q4 | $192K | Sell |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $286K | Sell |
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|
2022
Q1 | $334K | Sell |
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|
2021
Q4 | $631K | Sell |
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|
2021
Q3 | $720K | Sell |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $1.11M | Sell |
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|
2020
Q4 | $1.12M | Buy |
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|
2020
Q3 | $1.06M | Sell |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $868K | Sell |
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|
2019
Q4 | $2.27M | Sell |
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|
2019
Q3 | $2.44M | Sell |
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|
2019
Q2 | $2.5M | Sell |
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|
2019
Q1 | $2.48M | Sell |
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|
2018
Q4 | $2.5M | Sell |
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|
2018
Q3 | $2.79M | Sell |
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|
2018
Q2 | $2.89M | Sell |
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|
2018
Q1 | $3.43M | Sell |
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|
2017
Q4 | $3.68M | Sell |
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|
2017
Q3 | $4.44M | Sell |
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|
2017
Q2 | $7.55M | Sell |
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|
2017
Q1 | $7.02M | Sell |
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|
2016
Q4 | $7.89M | Sell |
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|
2016
Q3 | $8.04M | Sell |
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|
2016
Q2 | $8.94M | Sell |
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|
2016
Q1 | $9.81M | Sell |
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|
2015
Q4 | $9.82M | Buy |
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|
2015
Q3 | $9.34M | Buy |
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|
2015
Q2 | $9.25M | Buy |
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|
2015
Q1 | $8.88M | Buy |
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|
2014
Q4 | $7.62M | Buy |
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|
2014
Q3 | $7.44M | Sell |
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|
2014
Q2 | $8.46M | Sell |
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|
2014
Q1 | $9.39M | Sell |
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|
2013
Q4 | $9.24M | Buy |
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|
2013
Q3 | $9.04M | Buy |
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|
2013
Q2 | $9.11M | Buy |
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