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WealthPLAN Partners’s Banc of California BANC Stock Holding History

WealthPLAN Partners’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-880
Closed -$16 – 960
2016
Q2 		$16 Buy
+880
New +$16.9K ﹤0.01% 2494
2015
Q4 		$26 Buy
+1,760
New +$24.3K ﹤0.01% 1704
2015
Q2 		$12K Buy
+880
New +$11.5K 0.01% 297

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PCA
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GT
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SFM
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State Street
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