TCI Wealth Advisors’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
Q2 | – | Sell |
-181
| Closed | -$4.35K | – | 1692 |
|
|
2023
Q1 | $4.35K | Sell |
181
-216
| -54% | -$5.19K | ﹤0.01% | 1624 |
|
|
2022
Q4 | $12.5K | Hold |
397
| – | – | ﹤0.01% | 922 |
|
|
2022
Q3 | $12K | Buy |
397
+6
| +2% | +$181 | ﹤0.01% | 922 |
|
|
2022
Q2 | $11K | Sell |
391
-233
| -37% | -$6.56K | ﹤0.01% | 963 |
|
|
2022
Q1 | $22K | Hold |
624
| – | – | ﹤0.01% | 660 |
|
|
2021
Q4 | $25K | Buy |
624
+200
| +47% | +$8.01K | ﹤0.01% | 614 |
|
|
2021
Q3 | $18K | Sell |
424
-40
| -9% | -$1.7K | ﹤0.01% | 721 |
|
|
2021
Q2 | $20K | Buy |
464
+40
| +9% | +$1.72K | ﹤0.01% | 602 |
|
|
2021
Q1 | $18K | Buy |
424
+246
| +138% | +$10.4K | 0.01% | 592 |
|
|
2020
Q4 | $6K | Hold |
178
| – | – | ﹤0.01% | 799 |
|
|
2020
Q3 | $4K | Hold |
178
| – | – | ﹤0.01% | 860 |
|
|
2020
Q2 | $4K | Hold |
178
| – | – | ﹤0.01% | 817 |
|
|
2020
Q1 | $3K | Buy |
178
+102
| +134% | +$1.72K | ﹤0.01% | 900 |
|
|
2019
Q4 | $2K | Hold |
76
| – | – | ﹤0.01% | 1178 |
|
|
2019
Q3 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 1112 |
|