First Foundation Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,349
| Closed | -$303K | – | 449 |
|
|
2024
Q1 | $303K | Sell |
11,349
-1,793
| -14% | -$47.9K | 0.01% | 282 |
|
|
2023
Q4 | $537K | Buy |
13,142
+1,861
| +16% | +$76.1K | 0.02% | 220 |
|
|
2023
Q3 | $354K | Buy |
11,281
+1,839
| +19% | +$57.7K | 0.02% | 293 |
|
|
2023
Q2 | $410K | Buy |
9,442
+1,996
| +27% | +$86.7K | 0.02% | 267 |
|
|
2023
Q1 | $242K | Buy |
+7,446
| New | +$242K | 0.01% | 334 |
|