Prudent Man Advisors’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 |
-10,155
| Closed | -$146K | – | 208 |
|
|
2022
Q4 | $146K | Buy |
+10,155
| New | +$146K | 0.06% | 197 |
|
|
2022
Q2 | – | Sell |
-9,272
| Closed | -$225K | – | 174 |
|
|
2022
Q1 | $225K | Sell |
9,272
-453
| -5% | -$11K | 0.09% | 164 |
|
|
2021
Q4 | $242K | Sell |
9,725
-1,728
| -15% | -$43K | 0.09% | 160 |
|
|
2021
Q3 | $301K | Sell |
11,453
-53
| -0.5% | -$1.39K | 0.11% | 143 |
|
|
2021
Q2 | $259K | Sell |
11,506
-55
| -0.5% | -$1.24K | 0.1% | 165 |
|
|
2021
Q1 | $271K | Buy |
11,561
+57
| +0.5% | +$1.34K | 0.11% | 152 |
|
|
2020
Q4 | $230K | Buy |
+11,504
| New | +$230K | 0.1% | 159 |
|