Glassman Wealth Services’s First Foundation Inc FFWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-514
Closed -$4.98K 769
2023
Q4
$4.98K Sell
514
-30
-6% -$290 ﹤0.01% 1087
2023
Q3
$3.31K Hold
544
﹤0.01% 1184
2023
Q2
$2.16K Buy
544
+423
+350% +$1.68K ﹤0.01% 1222
2023
Q1
$901 Buy
+121
New +$901 ﹤0.01% 1467