First Foundation Advisors Schwab Fundamental U S Large C Transaction History

First Foundation Advisors

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$53.84 - $57.58 $30,904 - $33,050	-574 Reduced 14.13%	3,488 $200,000
Q1 2023 May 12, 2023	BUY	$52.49 - $57.54 $13,909 - $15,248	265 Added 6.98%	4,062 $223,000
Q4 2022 Feb 14, 2023	SELL	$48.43 - $56.6 $73,080 - $85,409	-1,509 Reduced 28.44%	3,797 $202,000
Q3 2022 Nov 10, 2022	BUY	$47.76 - $56.79 $6,925 - $8,234	145 Added 2.81%	5,306 $253,000
Q1 2022 May 05, 2022	BUY	$55.41 - $59.9 $285,971 - $309,143	5,161 New	5,161 $302,000

567

187M

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