Fortem Financial Group’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,666
| Closed | -$193K | – | 157 |
|
|
2022
Q3 | $193K | Hold |
10,666
| – | – | 0.13% | 151 |
|
|
2022
Q2 | $218K | Hold |
10,666
| – | – | 0.14% | 155 |
|
|
2022
Q1 | $259K | Buy |
10,666
+1,776
| +20% | +$43.1K | 0.11% | 143 |
|
|
2021
Q4 | $221K | Hold |
8,890
| – | – | 0.1% | 158 |
|
|
2021
Q3 | $234K | Sell |
8,890
-410
| -4% | -$10.8K | 0.12% | 155 |
|
|
2021
Q2 | $209K | Buy |
9,300
+410
| +5% | +$9.21K | 0.11% | 158 |
|
|
2021
Q1 | $209K | Hold |
8,890
| – | – | 0.12% | 153 |
|
|
2020
Q4 | $178K | Buy |
+8,890
| New | +$178K | 0.11% | 155 |
|