Integris Wealth Management’s Sierra Bancorp BSRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-54,130
| Closed | -$1.09M | – | 94 |
|
|
2024
Q1 | $1.09M | Hold |
54,130
| – | – | 0.3% | 30 |
|
|
2023
Q4 | $1.22M | Sell |
54,130
-4,816
| -8% | -$109K | 0.36% | 28 |
|
|
2023
Q3 | $1.12M | Hold |
58,946
| – | – | 0.37% | 30 |
|
|
2023
Q2 | $1M | Hold |
58,946
| – | – | 0.35% | 27 |
|
|
2023
Q1 | $1.02M | Hold |
58,946
| – | – | 0.37% | 27 |
|
|
2022
Q4 | $1.25M | Buy |
+58,946
| New | +$1.25M | 0.49% | 25 |
|