SWA
Sutton Wealth Advisors’s Pacific Premier Bancorp PPBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-913
| Closed | -$28.8K | – | 1373 |
|
|
2022
Q4 | $28.8K | Sell |
913
-1
| -0.1% | -$32 | 0.01% | 565 |
|
|
2022
Q3 | $28.3K | Sell |
914
-2
| -0.2% | -$62 | 0.01% | 543 |
|
|
2022
Q2 | $26.8K | Buy |
916
+3
| +0.3% | +$88 | 0.01% | 570 |
|
|
2022
Q1 | $32.3K | Sell |
913
-22
| -2% | -$778 | 0.01% | 547 |
|
|
2021
Q4 | $37.4K | Buy |
935
+58
| +7% | +$2.32K | 0.01% | 504 |
|
|
2021
Q3 | $36.3K | Hold |
877
| – | – | 0.01% | 498 |
|
|
2021
Q2 | $37.1K | Hold |
877
| – | – | 0.01% | 495 |
|
|
2021
Q1 | $38.1K | Hold |
877
| – | – | 0.02% | 468 |
|
|
2020
Q4 | $27.5K | Hold |
877
| – | – | 0.01% | 523 |
|
|
2020
Q3 | $17.7K | Hold |
877
| – | – | 0.01% | 577 |
|
|
2020
Q2 | $19K | Buy |
+877
| New | +$19K | 0.01% | 547 |
|
|
2020
Q1 | – | Sell |
-1,048
| Closed | -$34.2K | – | 1244 |
|
|
2019
Q4 | $34.2K | Buy |
1,048
+257
| +32% | +$8.38K | 0.02% | 422 |
|
|
2019
Q3 | $24.7K | Hold |
791
| – | – | 0.01% | 509 |
|
|
2019
Q2 | $24.4K | Hold |
791
| – | – | 0.01% | 511 |
|
|
2019
Q1 | $21K | Buy |
791
+16
| +2% | +$424 | 0.01% | 553 |
|
|
2018
Q4 | $19.8K | Buy |
+775
| New | +$19.8K | 0.01% | 524 |
|