Waddell & Associates’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
Q3 | – | Sell |
-11,611
| Closed | -$240K | – | 174 |
|
|
2023
Q2 | $240K | Hold |
11,611
| – | – | 0.04% | 155 |
|
|
2023
Q1 | $279K | Hold |
11,611
| – | – | 0.04% | 122 |
|
|
2022
Q4 | $366K | Sell |
11,611
-2,677
| -19% | -$84.5K | 0.06% | 94 |
|
|
2022
Q3 | $442K | Buy |
14,288
+25
| +0.2% | +$773 | 0.09% | 74 |
|
|
2022
Q2 | $417K | Buy |
+14,263
| New | +$417K | 0.08% | 75 |
|