Diversified Trust’s Banc of California BANC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-11,849
Closed -$189K 827
2022
Q4
$189K Hold
11,849
0.01% 732
2022
Q3
$189K Hold
11,849
0.01% 707
2022
Q2
$209K Buy
+11,849
New +$209K 0.01% 672