Avantax Advisory Services’s Sierra Bancorp BSRR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-9,039	Closed	-$262K	–	808
2019 Q4	$262K	Sell	9,039 -3,883	-30%	-$113K	0.01%	673
2019 Q3	$343K	Buy	12,922 +219	+2%	+$5.81K	0.01%	401
2019 Q2	$345K	Buy	+12,703	New	+$345K	0.02%	368