Harbor Investment Advisory’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,871
| Closed | -$26.8K | – | 1335 |
|
|
2022
Q4 | $26.8K | Hold |
1,871
| – | – | ﹤0.01% | 841 |
|
|
2022
Q3 | $34K | Buy |
1,871
+343
| +22% | +$6.23K | 0.01% | 784 |
|
|
2022
Q2 | $31K | Buy |
1,528
+441
| +41% | +$8.95K | 0.01% | 809 |
|
|
2022
Q1 | $26K | Hold |
1,087
| – | – | ﹤0.01% | 889 |
|
|
2021
Q4 | $27K | Hold |
1,087
| – | – | ﹤0.01% | 881 |
|
|
2021
Q3 | $29K | Hold |
1,087
| – | – | ﹤0.01% | 877 |
|
|
2021
Q2 | $24K | Buy |
1,087
+539
| +98% | +$11.9K | ﹤0.01% | 873 |
|
|
2021
Q1 | $13K | Hold |
548
| – | – | ﹤0.01% | 929 |
|
|
2020
Q4 | $11K | Buy |
548
+179
| +49% | +$3.59K | ﹤0.01% | 909 |
|
|
2020
Q3 | $5K | Buy |
369
+184
| +99% | +$2.49K | ﹤0.01% | 934 |
|
|
2020
Q2 | $3K | Buy |
+185
| New | +$3K | ﹤0.01% | 924 |
|