BPWA
Beacon Pointe Wealth Advisors’s Pacific Premier Bancorp PPBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $10.2M | Buy |
+313,553
| New | +$10.2M | 1.88% | 13 |
|
|
2019
Q3 | – | Sell |
-312,591
| Closed | -$9.65M | – | 284 |
|
|
2019
Q2 | $9.65M | Sell |
312,591
-3,500
| -1% | -$108K | 2.04% | 13 |
|
|
2019
Q1 | $8.39M | Sell |
316,091
-18,606
| -6% | -$494K | 1.91% | 12 |
|
|
2018
Q4 | $8.54M | Buy |
+334,697
| New | +$8.54M | 3.08% | 5 |
|