Valeo Financial Advisors’s Banner Corp BANR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,246
| Closed | -$67K | – | 1542 |
|
|
2018
Q4 | $67K | Hold |
1,246
| – | – | 0.01% | 447 |
|
|
2018
Q3 | $73K | Hold |
1,246
| – | – | 0.01% | 468 |
|
|
2018
Q2 | $81K | Buy |
1,246
+626
| +101% | +$40.7K | 0.01% | 441 |
|
|
2018
Q1 | $34K | Hold |
620
| – | – | 0.01% | 574 |
|
|
2017
Q4 | $34K | Buy |
+620
| New | +$34K | 0.01% | 550 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1171 |
|