First Foundation Advisors’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,235
| Closed | -$387K | – | 424 |
|
2022
Q2 | $387K | Sell |
2,235
-635
| -22% | -$110K | 0.02% | 277 |
|
2022
Q1 | $616K | Sell |
2,870
-715
| -20% | -$153K | 0.02% | 240 |
|
2021
Q4 | $820K | Buy |
3,585
+17
| +0.5% | +$3.89K | 0.03% | 218 |
|
2021
Q3 | $715K | Buy |
3,568
+451
| +14% | +$90.4K | 0.03% | 232 |
|
2021
Q2 | $545K | Buy |
+3,117
| New | +$545K | 0.02% | 272 |
|