Winton Group’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 |
-35,602
| Closed | -$222K | – | 668 |
|
2024
Q3 | $222K | Buy |
+35,602
| New | +$222K | 0.02% | 556 |
|
2023
Q3 | – | Sell |
-24,479
| Closed | -$97.2K | – | 819 |
|
2023
Q2 | $97.2K | Buy |
+24,479
| New | +$97.2K | 0.01% | 721 |
|
2022
Q1 | – | Sell |
-9,171
| Closed | -$228K | – | 1027 |
|
2021
Q4 | $228K | Sell |
9,171
-464
| -5% | -$11.5K | 0.01% | 911 |
|
2021
Q3 | $253K | Buy |
+9,635
| New | +$253K | 0.01% | 1162 |
|
2020
Q4 | – | Sell |
-20,407
| Closed | -$267K | – | 1378 |
|
2020
Q3 | $267K | Sell |
20,407
-1,749
| -8% | -$22.9K | 0.01% | 1281 |
|
2020
Q2 | $362K | Buy |
+22,156
| New | +$362K | 0.01% | 1246 |
|
2020
Q1 | – | Sell |
-15,252
| Closed | -$265K | – | 1443 |
|
2019
Q4 | $265K | Sell |
15,252
-17,116
| -53% | -$297K | ﹤0.01% | 1391 |
|
2019
Q3 | $494K | Buy |
+32,368
| New | +$494K | 0.01% | 1092 |
|