Genovese Burford & Brothers Wealth & Retirement Plan Management’s Oak Valley Bancorp OVLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-180
| Closed | -$4K | – | 280 |
|
|
2018
Q2 | $4K | Hold |
180
| – | – | ﹤0.01% | 378 |
|
|
2018
Q1 | $4K | Buy |
+180
| New | +$4K | ﹤0.01% | 382 |
|
|
2017
Q4 | – | Sell |
-180
| Closed | -$3K | – | 388 |
|
|
2017
Q3 | $3K | Hold |
180
| – | – | ﹤0.01% | 360 |
|
|
2017
Q2 | $2K | Hold |
180
| – | – | ﹤0.01% | 363 |
|
|
2017
Q1 | $3K | Sell |
180
-16,786
| -99% | -$280K | ﹤0.01% | 383 |
|
|
2016
Q4 | $213K | Hold |
16,966
| – | – | 0.06% | 65 |
|
|
2016
Q3 | $173K | Hold |
16,966
| – | – | 0.07% | 63 |
|
|
2016
Q2 | $165K | Buy |
16,966
+16,786
| +9,326% | +$163K | 0.07% | 67 |
|
|
2016
Q1 | $1K | Hold |
180
| – | – | ﹤0.01% | 374 |
|
|
2015
Q4 | $2K | Buy |
+180
| New | +$2K | ﹤0.01% | 344 |
|