BSW Wealth Partners’s CoBiz Financial,Inc COBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-14,444
| Closed | -$284K | – | 100 |
|
|
2017
Q3 | $284K | Buy |
14,444
+45
| +0.3% | +$885 | 0.12% | 63 |
|
|
2017
Q2 | $251K | Buy |
14,399
+43
| +0.3% | +$750 | 0.11% | 66 |
|
|
2017
Q1 | $241K | Sell |
14,356
-2,459
| -15% | -$41.3K | 0.12% | 63 |
|
|
2016
Q4 | $284K | Buy |
16,815
+16,592
| +7,440% | +$280K | 0.15% | 61 |
|
|
2016
Q3 | $16.8K | Sell |
223
-16,527
| -99% | -$1.24M | 0.58% | 23 |
|
|
2016
Q2 | $196K | Sell |
16,750
-31,000
| -65% | -$363K | 0.11% | 65 |
|
|
2016
Q1 | $564K | Hold |
47,750
| – | – | 0.32% | 34 |
|
|
2015
Q4 | $641K | Hold |
47,750
| – | – | 0.32% | 33 |
|
|
2015
Q3 | $621K | Hold |
47,750
| – | – | 0.37% | 30 |
|
|
2015
Q2 | $624K | Hold |
47,750
| – | – | 0.4% | 26 |
|
|
2015
Q1 | $588K | Hold |
47,750
| – | – | 0.37% | 29 |
|
|
2014
Q4 | $627K | Hold |
47,750
| – | – | 0.51% | 29 |
|
|
2014
Q3 | $534K | Hold |
47,750
| – | – | 0.42% | 29 |
|
|
2014
Q2 | $514K | Hold |
47,750
| – | – | 0.41% | 29 |
|
|
2014
Q1 | $550K | Buy |
47,750
+4,018
| +9% | +$46.3K | 0.45% | 29 |
|
|
2013
Q4 | $523K | Sell |
43,732
-840
| -2% | -$10K | 0.42% | 28 |
|
|
2013
Q3 | $431K | Sell |
44,572
-1,500
| -3% | -$14.5K | 0.38% | 30 |
|
|
2013
Q2 | $382K | Buy |
+46,072
| New | +$382K | 0.34% | 32 |
|