Fortis Advisors’s Pacific Premier Bancorp PPBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,273
| Closed | -$39K | – | 345 |
|
|
2019
Q2 | $39K | Hold |
1,273
| – | – | 0.02% | 252 |
|
|
2019
Q1 | $34K | Hold |
1,273
| – | – | 0.02% | 245 |
|
|
2018
Q4 | $32K | Hold |
1,273
| – | – | 0.02% | 243 |
|
|
2018
Q3 | $47K | Hold |
1,273
| – | – | 0.03% | 212 |
|
|
2018
Q2 | $49K | Hold |
1,273
| – | – | 0.03% | 207 |
|
|
2018
Q1 | $51K | Sell |
1,273
-238
| -16% | -$9.54K | 0.03% | 178 |
|
|
2017
Q4 | $60K | Hold |
1,511
| – | – | 0.04% | 170 |
|
|
2017
Q3 | $57K | Buy |
+1,511
| New | +$57K | 0.04% | 159 |
|