Genovese Burford & Brothers Wealth & Retirement Plan Management’s Bank of Commerce Holdings (CA) BOCH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $170K | Sell |
17,171
-3,801
| -18% | -$37.6K | 0.04% | 118 |
|
2020
Q3 | $146K | Buy |
20,972
+7,740
| +58% | +$53.9K | 0.04% | 95 |
|
2020
Q2 | $100K | Hold |
13,232
| – | – | 0.03% | 87 |
|
2020
Q1 | $104K | Hold |
13,232
| – | – | 0.03% | 89 |
|
2019
Q4 | $153K | Buy |
+13,232
| New | +$153K | 0.04% | 113 |
|
2019
Q1 | – | Sell |
-72,926
| Closed | -$799K | – | 100 |
|
2018
Q4 | $799K | Buy |
72,926
+1,024
| +1% | +$11.2K | 0.26% | 35 |
|
2018
Q3 | $877K | Sell |
71,902
-644
| -0.9% | -$7.86K | 0.3% | 33 |
|
2018
Q2 | $925K | Buy |
72,546
+20
| +0% | +$255 | 0.33% | 25 |
|
2018
Q1 | $845K | Buy |
72,526
+4,780
| +7% | +$55.7K | 0.31% | 24 |
|
2017
Q4 | $786K | Buy |
67,746
+261
| +0.4% | +$3.03K | 2.05% | 13 |
|
2017
Q3 | $776K | Buy |
67,485
+20
| +0% | +$230 | 0.32% | 21 |
|
2017
Q2 | $745K | Buy |
67,465
+5,168
| +8% | +$57.1K | 0.3% | 24 |
|
2017
Q1 | $667K | Buy |
62,297
+195
| +0.3% | +$2.09K | 0.27% | 25 |
|
2016
Q4 | $590K | Buy |
62,102
+260
| +0.4% | +$2.47K | 0.16% | 32 |
|
2016
Q3 | $445K | Buy |
61,842
+288
| +0.5% | +$2.07K | 0.18% | 36 |
|
2016
Q2 | $406K | Buy |
61,554
+292
| +0.5% | +$1.93K | 0.17% | 39 |
|
2016
Q1 | $389K | Buy |
61,262
+287
| +0.5% | +$1.82K | 0.18% | 37 |
|
2015
Q4 | $407K | Buy |
+60,975
| New | +$407K | 0.2% | 33 |
|