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First Foundation Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

First Foundation Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,617
Closed -$482K – 459
2023
Q4 		$482K Buy
+7,617
New +$482K 0.02% 234