Integrated Wealth Management’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,568
| Closed | -$56K | – | 498 |
|
|
2016
Q3 | $56K | Hold |
4,568
| – | – | 0.02% | 394 |
|
|
2016
Q2 | $49K | Buy |
4,568
+4,320
| +1,742% | +$46.3K | 0.02% | 410 |
|
|
2016
Q1 | $3K | Hold |
248
| – | – | ﹤0.01% | 923 |
|
|
2015
Q4 | $3K | Hold |
248
| – | – | ﹤0.01% | 1014 |
|
|
2015
Q3 | $3K | Hold |
248
| – | – | ﹤0.01% | 1025 |
|
|
2015
Q2 | $2K | Hold |
248
| – | – | ﹤0.01% | 1129 |
|
|
2015
Q1 | $2K | Buy |
+248
| New | +$2K | ﹤0.01% | 1089 |
|