SteelPeak Wealth’s First Foundation Inc FFWM Stock Holding History

SteelPeak Wealth’s Portfolio FFWM Stock Details FFWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$90.7K	Hold
2025 Q2	$83K	Hold
2025 Q1	$84.5K	Hold
2024 Q4	$101K	Hold
2024 Q3	$102K	Hold
2024 Q2	$107K	Hold
2024 Q1	$123K	Hold
2023 Q4	$158K	Hold
2023 Q3	$99K	Hold
2023 Q2	$64.6K	Buy