Redmont Wealth Advisors’s Sierra Bancorp BSRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,464
| Closed | -$232K | – | 65 |
|
|
2023
Q1 | $232K | Sell |
13,464
-1,589
| -11% | -$27.4K | 0.47% | 56 |
|
|
2022
Q4 | $320K | Sell |
15,053
-624
| -4% | -$13.3K | 0.38% | 73 |
|
|
2022
Q3 | $310K | Buy |
15,677
+1,465
| +10% | +$29K | 0.4% | 63 |
|
|
2022
Q2 | $309K | Buy |
14,212
+1,000
| +8% | +$21.7K | 0.37% | 65 |
|
|
2022
Q1 | $330K | Buy |
+13,212
| New | +$330K | 0.35% | 70 |
|