HWAM
Hennion & Walsh Asset Management’s First Foundation Inc FFWM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-14,247
| Closed | -$88.9K | – | 874 |
|
2024
Q3 | $88.9K | Sell |
14,247
-1,889
| -12% | -$11.8K | ﹤0.01% | 862 |
|
2024
Q2 | $106K | Sell |
16,136
-482
| -3% | -$3.16K | 0.01% | 834 |
|
2024
Q1 | $125K | Sell |
16,618
-377
| -2% | -$2.85K | 0.01% | 823 |
|
2023
Q4 | $165K | Sell |
16,995
-429
| -2% | -$4.15K | 0.01% | 787 |
|
2023
Q3 | $106K | Sell |
17,424
-383
| -2% | -$2.33K | 0.01% | 784 |
|
2023
Q2 | $71K | Buy |
+17,807
| New | +$71K | ﹤0.01% | 792 |
|