Beese Fulmer Investment Management’s Banner Corp BANR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,410
| Closed | -$130K | – | 226 |
|
|
2020
Q2 | $130K | Buy |
+3,410
| New | +$130K | 0.02% | 220 |
|
|
2019
Q1 | – | Sell |
-4,410
| Closed | -$236K | – | 180 |
|
|
2018
Q4 | $236K | Hold |
4,410
| – | – | 0.05% | 145 |
|
|
2018
Q3 | $274K | Hold |
4,410
| – | – | 0.05% | 146 |
|
|
2018
Q2 | $265K | Hold |
4,410
| – | – | 0.06% | 145 |
|
|
2018
Q1 | $245K | Hold |
4,410
| – | – | 0.05% | 151 |
|
|
2017
Q4 | $243K | Buy |
4,410
+900
| +26% | +$49.6K | 0.05% | 158 |
|
|
2017
Q3 | $215K | Buy |
+3,510
| New | +$215K | 0.05% | 170 |
|
|
2017
Q1 | – | Sell |
-3,588
| Closed | -$200K | – | 176 |
|
|
2016
Q4 | $200K | Buy |
+3,588
| New | +$200K | 0.05% | 169 |
|