Integrated Wealth Management’s Banc of California BANC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-19,530
| Closed | -$339K | – | 269 |
|
|
2016
Q4 | $339K | Hold |
19,530
| – | – | 0.13% | 161 |
|
|
2016
Q3 | $341K | Sell |
19,530
-216
| -1% | -$3.77K | 0.12% | 156 |
|
|
2016
Q2 | $357K | Buy |
19,746
+10,000
| +103% | +$181K | 0.14% | 145 |
|
|
2016
Q1 | $171K | Hold |
9,746
| – | – | 0.07% | 209 |
|
|
2015
Q4 | $142K | Buy |
+9,746
| New | +$142K | 0.06% | 240 |
|