Pathstone Family Office’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
Q1 | – | Sell |
-6,630
| Closed | -$209K | – | 1426 |
|
|
2022
Q4 | $209K | Sell |
6,630
-479
| -7% | -$15.1K | ﹤0.01% | 1368 |
|
|
2022
Q3 | $220K | Buy |
+7,109
| New | +$220K | ﹤0.01% | 1302 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | – | – | 1154 |
|
|
2020
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1284 |
|
|
2020
Q3 | $0 | Sell |
10
-10
| -50% | – | ﹤0.01% | 961 |
|
|
2020
Q2 | $0 | Buy |
+20
| New | – | ﹤0.01% | 914 |
|