TD Private Client Wealth’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
-1,827
Closed -$26.2K 1249
2022
Q4
$26.2K Sell
1,827
-423
-19% -$6.06K ﹤0.01% 876
2022
Q3
$40.8K Buy
2,250
+1,000
+80% +$18.1K ﹤0.01% 765
2022
Q2
$25.6K Buy
1,250
+683
+120% +$14K ﹤0.01% 869
2022
Q1
$13.8K Buy
+567
New +$13.8K ﹤0.01% 1001