Glassman Wealth Services’s Pacific Premier Bancorp PPBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-94
| Closed | -$2.74K | – | 1404 |
|
|
2023
Q4 | $2.74K | Hold |
94
| – | – | ﹤0.01% | 1259 |
|
|
2023
Q3 | $2.05K | Hold |
94
| – | – | ﹤0.01% | 1324 |
|
|
2023
Q2 | $1.94K | Buy |
+94
| New | +$1.94K | ﹤0.01% | 1259 |
|
|
2020
Q1 | – | Sell |
-16
| Closed | -$1K | – | 1464 |
|
|
2019
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1005 |
|
|
2019
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 1303 |
|
|
2019
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 1299 |
|
|
2019
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 1171 |
|
|
2018
Q4 | $0 | Buy |
+16
| New | – | ﹤0.01% | 937 |
|