FFA
First Foundation Advisors’s Unilever UL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-3,913
| Closed | -$218K | – | 467 |
|
2021
Q1 | $218K | Sell |
3,913
-1,755
| -31% | -$97.8K | 0.01% | 381 |
|
2020
Q4 | $342K | Sell |
5,668
-722
| -11% | -$43.6K | 0.02% | 316 |
|
2020
Q3 | $394K | Sell |
6,390
-868
| -12% | -$53.5K | 0.02% | 258 |
|
2020
Q2 | $398K | Sell |
7,258
-5,794
| -44% | -$318K | 0.02% | 252 |
|
2020
Q1 | $660K | Sell |
13,052
-254,174
| -95% | -$12.9M | 0.04% | 198 |
|
2019
Q4 | $15.3M | Buy |
267,226
+3,997
| +2% | +$229K | 0.76% | 33 |
|
2019
Q3 | $15.8M | Buy |
263,229
+2,246
| +0.9% | +$135K | 0.84% | 31 |
|
2019
Q2 | $16.2M | Sell |
260,983
-7,164
| -3% | -$444K | 0.91% | 26 |
|
2019
Q1 | $15.5M | Sell |
268,147
-63,552
| -19% | -$3.67M | 0.92% | 28 |
|
2018
Q4 | $17.3M | Sell |
331,699
-7,050
| -2% | -$368K | 1.09% | 24 |
|
2018
Q3 | $18.6M | Buy |
338,749
+3,892
| +1% | +$214K | 1.03% | 29 |
|
2018
Q2 | $18.5M | Sell |
334,857
-33,967
| -9% | -$1.88M | 1.09% | 30 |
|
2018
Q1 | $20.5M | Buy |
+368,824
| New | +$20.5M | 1.14% | 32 |
|