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BBR Partners’s Banc of California BANC Stock Holding History

BBR Partners’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-13,126
Closed -$230K – 223
2021
Q2 		$230K Hold
13,126
– – 0.02% 175
2021
Q1 		$237K Sell
13,126
-26,309
-67% -$489K 0.02% 185
2020
Q4 		$580K Hold
39,435
– – 0.05% 109
2020
Q3 		$399K Hold
39,435
– – 0.03% 129
2020
Q2 		$427K Hold
39,435
– – 0.05% 111
2020
Q1 		$315K Hold
39,435
– – 0.05% 108
2019
Q4 		$677K Hold
39,435
– – 0.07% 95
2019
Q3 		$558K Buy
39,435
+13,126
+50% +$189K 0.09% 67
2019
Q2 		$368K Buy
+26,309
New +$371K 0.06% 84

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