Wealthspire Advisors (Maryland)’s Banc of California BANC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-177
| Closed | -$2K | – | 608 |
|
|
2019
Q1 | $2K | Hold |
177
| – | – | ﹤0.01% | 2121 |
|
|
2018
Q4 | $2K | Buy |
177
+3
| +2% | +$34 | ﹤0.01% | 2055 |
|
|
2018
Q3 | $3K | Hold |
174
| – | – | ﹤0.01% | 1999 |
|
|
2018
Q2 | $3K | Hold |
174
| – | – | ﹤0.01% | 1976 |
|
|
2018
Q1 | $3K | Hold |
174
| – | – | ﹤0.01% | 1990 |
|
|
2017
Q4 | $4K | Buy |
174
+160
| +1,143% | +$3.68K | ﹤0.01% | 1882 |
|
|
2017
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 2258 |
|