Genovese Burford & Brothers Wealth & Retirement Plan Management’s Banco Santander SAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-886
| Closed | -$5K | – | 310 |
|
|
2018
Q2 | $5K | Hold |
886
| – | – | ﹤0.01% | 359 |
|
|
2018
Q1 | $6K | Hold |
886
| – | – | ﹤0.01% | 356 |
|
|
2017
Q4 | $7K | Hold |
886
| – | – | 0.02% | 194 |
|
|
2017
Q3 | $5K | Hold |
886
| – | – | ﹤0.01% | 333 |
|
|
2017
Q2 | $5K | Hold |
886
| – | – | ﹤0.01% | 315 |
|
|
2017
Q1 | $6K | Buy |
886
+116
| +15% | +$786 | ﹤0.01% | 340 |
|
|
2016
Q4 | $4K | Hold |
770
| – | – | ﹤0.01% | 411 |
|
|
2016
Q3 | $3K | Hold |
770
| – | – | ﹤0.01% | 379 |
|
|
2016
Q2 | $2K | Hold |
770
| – | – | ﹤0.01% | 371 |
|
|
2016
Q1 | $3K | Hold |
770
| – | – | ﹤0.01% | 333 |
|
|
2015
Q4 | $4K | Buy |
+770
| New | +$4K | ﹤0.01% | 314 |
|