Modera 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
2024
Q4
Sell
-190,349
Closed -$1.19M 625
2024
Q3
$1.19M Sell
190,349
-95,150
-33% -$594K 0.02% 288
2024
Q2
$1.87M Buy
+285,499
New +$1.87M 0.03% 227