Genovese Burford & Brothers Wealth & Retirement Plan Management’s Sierra Bancorp BSRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-171
| Closed | -$4K | – | 272 |
|
|
2017
Q3 | $4K | Hold |
171
| – | – | ﹤0.01% | 336 |
|
|
2017
Q2 | $4K | Hold |
171
| – | – | ﹤0.01% | 319 |
|
|
2017
Q1 | $5K | Hold |
171
| – | – | ﹤0.01% | 344 |
|
|
2016
Q4 | $5K | Hold |
171
| – | – | ﹤0.01% | 379 |
|
|
2016
Q3 | $3K | Hold |
171
| – | – | ﹤0.01% | 365 |
|
|
2016
Q2 | $2K | Hold |
171
| – | – | ﹤0.01% | 361 |
|
|
2016
Q1 | $3K | Buy |
+171
| New | +$3K | ﹤0.01% | 327 |
|