TRUE Private Wealth Advisors’s Banner Corp BANR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,008
| Closed | -$215K | – | 288 |
|
|
2023
Q4 | $215K | Buy |
+4,008
| New | +$215K | 0.03% | 268 |
|
|
2021
Q1 | – | Sell |
-1,886
| Closed | -$87K | – | 273 |
|
|
2020
Q4 | $87K | Hold |
1,886
| – | – | 0.01% | 291 |
|
|
2020
Q3 | $60K | Hold |
1,886
| – | – | 0.01% | 311 |
|
|
2020
Q2 | $71K | Hold |
1,886
| – | – | 0.01% | 285 |
|
|
2020
Q1 | $62K | Buy |
1,886
+1,806
| +2,258% | +$59.4K | 0.01% | 263 |
|
|
2019
Q4 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 687 |
|
|
2019
Q3 | – | Sell |
-80
| Closed | -$4K | – | 256 |
|
|
2019
Q2 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 652 |
|
|
2018
Q4 | – | Sell |
-80
| Closed | -$4.97K | – | 294 |
|
|
2018
Q3 | $4.97K | Buy |
+80
| New | +$4.97K | ﹤0.01% | 890 |
|