Wealthspire Advisors (Maryland)’s Pacific Premier Bancorp PPBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-110
| Closed | -$3K | – | 1647 |
|
|
2019
Q1 | $3K | Sell |
110
-357
| -76% | -$9.74K | ﹤0.01% | 2035 |
|
|
2018
Q4 | $12K | Sell |
467
-1,183
| -72% | -$30.4K | ﹤0.01% | 1402 |
|
|
2018
Q3 | $61K | Sell |
1,650
-703
| -30% | -$26K | 0.01% | 894 |
|
|
2018
Q2 | $90K | Buy |
2,353
+520
| +28% | +$19.9K | 0.01% | 747 |
|
|
2018
Q1 | $74K | Hold |
1,833
| – | – | 0.01% | 825 |
|
|
2017
Q4 | $73K | Sell |
1,833
-259
| -12% | -$10.3K | 0.01% | 847 |
|
|
2017
Q3 | $79K | Buy |
2,092
+65
| +3% | +$2.46K | 0.01% | 799 |
|
|
2017
Q2 | $75K | Buy |
2,027
+105
| +5% | +$3.89K | 0.01% | 806 |
|
|
2017
Q1 | $74K | Buy |
1,922
+93
| +5% | +$3.58K | 0.01% | 687 |
|
|
2016
Q4 | $65K | Buy |
1,829
+248
| +16% | +$8.81K | 0.01% | 701 |
|
|
2016
Q3 | $42K | Buy |
1,581
+523
| +49% | +$13.9K | 0.01% | 827 |
|
|
2016
Q2 | $25K | Buy |
+1,058
| New | +$25K | ﹤0.01% | 928 |
|