MWPCG
Measured Wealth Private Client Group’s Banner Corp BANR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,575
| Closed | -$259K | – | 106 |
|
|
2019
Q4 | $259K | Hold |
4,575
| – | – | 0.17% | 79 |
|
|
2019
Q3 | $257K | Hold |
4,575
| – | – | 0.17% | 95 |
|
|
2019
Q2 | $248K | Hold |
4,575
| – | – | 0.14% | 154 |
|
|
2019
Q1 | $248K | Buy |
+4,575
| New | +$248K | 0.15% | 150 |
|