Creative Planning’s Pacific Mercantile Bancorp PMBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-200
Closed -$2K 3971
2017
Q2
$2K Hold
200
﹤0.01% 4263
2017
Q1
$2K Buy
+200
New +$2K ﹤0.01% 4260
2015
Q1
Sell
-120
Closed -$1K 4292
2014
Q4
$1K Buy
+120
New +$1K ﹤0.01% 3907