Altium Wealth Management’s Columbia Financial CLBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $449K | Hold |
20,566
| – | – | 0.03% | 253 |
|
|
2022
Q1 | $442K | Hold |
20,566
| – | – | 0.03% | 273 |
|
|
2021
Q4 | $429K | Buy |
+20,566
| New | +$429K | 0.03% | 276 |
|
|
2021
Q1 | – | Sell |
-15,729
| Closed | -$245K | – | 385 |
|
|
2020
Q4 | $245K | Hold |
15,729
| – | – | 0.02% | 311 |
|
|
2020
Q3 | $175K | Sell |
15,729
-9,000
| -36% | -$100K | 0.02% | 318 |
|
|
2020
Q2 | $345K | Buy |
+24,729
| New | +$345K | 0.04% | 246 |
|