Plante Moran Financial Advisors’s Banner Corp BANR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-48
| Closed | -$2K | – | 839 |
|
|
2020
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 654 |
|
|
2020
Q1 | $2K | Hold |
48
| – | – | ﹤0.01% | 638 |
|
|
2019
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 651 |
|
|
2019
Q3 | $3K | Hold |
48
| – | – | ﹤0.01% | 727 |
|
|
2019
Q2 | $3K | Hold |
48
| – | – | ﹤0.01% | 684 |
|
|
2019
Q1 | $3K | Hold |
48
| – | – | ﹤0.01% | 673 |
|
|
2018
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 642 |
|
|
2018
Q3 | $3K | Hold |
48
| – | – | ﹤0.01% | 633 |
|
|
2018
Q2 | $3K | Hold |
48
| – | – | ﹤0.01% | 670 |
|
|
2018
Q1 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 773 |
|
|
2017
Q1 | – | Sell |
-78
| Closed | -$4K | – | 881 |
|
|
2016
Q4 | $4K | Buy |
78
+8
| +11% | +$410 | ﹤0.01% | 738 |
|
|
2016
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 769 |
|
|
2016
Q2 | $3K | Sell |
70
-16
| -19% | -$686 | ﹤0.01% | 705 |
|
|
2016
Q1 | $4K | Buy |
+86
| New | +$4K | ﹤0.01% | 606 |
|