Apriem Advisors’s Banc of California BANC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,117
| Closed | -$72K | – | 709 |
|
|
2016
Q3 | $72K | Sell |
4,117
-1,958
| -32% | -$34.2K | 0.02% | 193 |
|
|
2016
Q2 | $110K | Buy |
6,075
+41
| +0.7% | +$742 | 0.04% | 158 |
|
|
2016
Q1 | $106K | Buy |
6,034
+1,033
| +21% | +$18.1K | 0.04% | 138 |
|
|
2015
Q4 | $73K | Buy |
5,001
+1,040
| +26% | +$15.2K | 0.03% | 167 |
|
|
2015
Q3 | $49K | Buy |
3,961
+34
| +0.9% | +$421 | 0.02% | 207 |
|
|
2015
Q2 | $54K | Buy |
3,927
+830
| +27% | +$11.4K | 0.02% | 204 |
|
|
2015
Q1 | $38K | Buy |
3,097
+33
| +1% | +$405 | 0.01% | 230 |
|
|
2014
Q4 | $35K | Buy |
3,064
+31
| +1% | +$354 | 0.01% | 228 |
|
|
2014
Q3 | $35K | Buy |
3,033
+33
| +1% | +$381 | 0.01% | 246 |
|
|
2014
Q2 | $33K | Buy |
+3,000
| New | +$33K | 0.01% | 232 |
|
|
2014
Q1 | – | Sell |
-900
| Closed | -$12K | – | 497 |
|
|
2013
Q4 | $12K | Sell |
900
-900
| -50% | -$12K | ﹤0.01% | 337 |
|
|
2013
Q3 | $25K | Buy |
+1,800
| New | +$25K | 0.01% | 258 |
|