TFO Wealth Partners’s Pacific Premier Bancorp PPBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$96 | – | 588 |
|
|
2024
Q1 | $96 | Hold |
4
| – | – | ﹤0.01% | 648 |
|
|
2023
Q4 | $116 | Sell |
4
-10
| -71% | -$290 | ﹤0.01% | 773 |
|
|
2023
Q3 | $290 | Buy |
14
+10
| +250% | +$207 | ﹤0.01% | 674 |
|
|
2023
Q2 | $83 | Hold |
4
| – | – | ﹤0.01% | 701 |
|
|
2023
Q1 | $96 | Buy |
4
+2
| +100% | +$48 | ﹤0.01% | 655 |
|
|
2022
Q4 | $240 | Buy |
+2
| New | +$240 | ﹤0.01% | 602 |
|