J.P. Morgan Private Wealth Advisors’s Pacific Premier Bancorp PPBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,558
| Closed | -$230K | – | 1807 |
|
|
2023
Q1 | $230K | Buy |
9,558
+979
| +11% | +$23.5K | ﹤0.01% | 1778 |
|
|
2022
Q4 | $271K | Sell |
8,579
-864
| -9% | -$27.3K | ﹤0.01% | 1693 |
|
|
2022
Q3 | $292K | Buy |
9,443
+63
| +0.7% | +$1.95K | ﹤0.01% | 1657 |
|
|
2022
Q2 | $274K | Sell |
9,380
-812
| -8% | -$23.7K | ﹤0.01% | 1695 |
|
|
2022
Q1 | $360K | Buy |
10,192
+380
| +4% | +$13.4K | ﹤0.01% | 1674 |
|
|
2021
Q4 | $393K | Sell |
9,812
-1,659
| -14% | -$66.4K | ﹤0.01% | 1638 |
|
|
2021
Q3 | $475K | Buy |
11,471
+513
| +5% | +$21.2K | ﹤0.01% | 1519 |
|
|
2021
Q2 | $463K | Buy |
10,958
+1,840
| +20% | +$77.7K | ﹤0.01% | 1504 |
|
|
2021
Q1 | $396K | Sell |
9,118
-807
| -8% | -$35K | ﹤0.01% | 1417 |
|
|
2020
Q4 | $311K | Buy |
+9,925
| New | +$311K | ﹤0.01% | 1483 |
|
|
2019
Q2 | – | Sell |
-11,015
| Closed | -$292K | – | 1443 |
|
|
2019
Q1 | $292K | Buy |
11,015
+37
| +0.3% | +$981 | ﹤0.01% | 1219 |
|
|
2018
Q4 | $280K | Sell |
10,978
-102
| -0.9% | -$2.6K | ﹤0.01% | 1202 |
|
|
2018
Q3 | $412K | Buy |
+11,080
| New | +$412K | ﹤0.01% | 1150 |
|