180 Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,445
| Closed | -$202K | – | 381 |
|
|
2021
Q2 | $202K | Hold |
5,445
| – | – | 0.05% | 346 |
|
|
2021
Q1 | $237K | Buy |
5,445
+5
| +0.1% | +$218 | 0.06% | 304 |
|
|
2020
Q4 | $228K | Buy |
+5,440
| New | +$228K | 0.07% | 280 |
|
|
2020
Q1 | – | Sell |
-5,988
| Closed | -$235K | – | 233 |
|
|
2019
Q4 | $235K | Sell |
5,988
-94
| -2% | -$3.69K | 0.09% | 232 |
|
|
2019
Q3 | $220K | Buy |
6,082
+6
| +0.1% | +$217 | 0.1% | 229 |
|
|
2019
Q2 | $220K | Buy |
6,076
+9
| +0.1% | +$326 | 0.1% | 226 |
|
|
2019
Q1 | $227K | Buy |
6,067
+198
| +3% | +$7.41K | 0.1% | 225 |
|
|
2018
Q4 | $228K | Hold |
5,869
| – | – | 0.11% | 224 |
|
|
2018
Q3 | $228K | Hold |
5,869
| – | – | 0.11% | 224 |
|
|
2018
Q2 | $240K | Hold |
5,869
| – | – | 0.12% | 202 |
|
|
2018
Q1 | $245K | Buy |
5,869
+100
| +2% | +$4.17K | 0.13% | 199 |
|
|
2017
Q4 | $251K | Buy |
+5,769
| New | +$251K | 0.13% | 192 |
|