AE Wealth Management’s Banner Corp BANR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,754	Closed	-$530K	–	1900
2023 Q1	$530K	Buy	9,754 +245	+3%	+$13.3K	﹤0.01%	1324
2022 Q4	$601K	Sell	9,509 -1,022	-10%	-$64.6K	﹤0.01%	1199
2022 Q3	$622K	Buy	+10,531	New	+$622K	﹤0.01%	1130