First Foundation Advisors Schwab Strategic Tr Us Small C Transaction History

First Foundation Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$38.13 - $48.02 $162,853 - $205,093	4,271 New	4,271 $201,000
Q2 2022 Aug 12, 2022	SELL	$37.88 - $48.01 $162,846 - $206,394	-4,299 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$44.42 - $51.73 $51,083 - $59,489	1,150 Added 36.52%	4,299 $204,000
Q4 2021 Feb 14, 2022	BUY	$48.64 - $55.07 $52,433 - $59,365	1,078 Added 52.05%	3,149 $322,000
Q3 2021 Nov 15, 2021	SELL	$48.3 - $52.49 $6,906 - $7,506	-143 Reduced 6.46%	2,071 $207,000
Q2 2021 Aug 13, 2021	BUY	$48.39 - $52.91 $107,135 - $117,142	2,214 New	2,214 $231,000

1,146

147M

55.6K

7.8K

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