Personal Capital Advisors’s Heritage Oaks Bancorp HEOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-14,128
| Closed | -$181K | – | 234 |
|
|
2017
Q1 | $181K | Hold |
14,128
| – | – | ﹤0.01% | 207 |
|
|
2016
Q4 | $174K | Hold |
14,128
| – | – | 0.01% | 174 |
|
|
2016
Q3 | $113K | Hold |
14,128
| – | – | ﹤0.01% | 164 |
|
|
2016
Q2 | $112K | Hold |
14,128
| – | – | ﹤0.01% | 162 |
|
|
2016
Q1 | $110K | Hold |
14,128
| – | – | 0.01% | 153 |
|
|
2015
Q4 | $113K | Hold |
14,128
| – | – | 0.01% | 153 |
|
|
2015
Q3 | $112K | Hold |
14,128
| – | – | 0.01% | 142 |
|
|
2015
Q2 | $111K | Hold |
14,128
| – | – | 0.01% | 140 |
|
|
2015
Q1 | $117K | Buy |
+14,128
| New | +$117K | 0.01% | 134 |
|