BSW Wealth Partners’s CoBiz Financial,Inc COBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $284K | Buy |
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|
2017
Q2 | $251K | Buy |
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|
2017
Q1 | $241K | Sell |
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|
2016
Q4 | $284K | Buy |
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|
2016
Q3 | $16.8K | Sell |
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|
2016
Q2 | $196K | Sell |
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|
2016
Q1 | $564K | Hold |
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|
2015
Q4 | $641K | Hold |
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|
2015
Q3 | $621K | Hold |
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|
2015
Q2 | $624K | Hold |
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|
2015
Q1 | $588K | Hold |
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|
2014
Q4 | $627K | Hold |
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|
2014
Q3 | $534K | Hold |
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|
2014
Q2 | $514K | Hold |
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|
2014
Q1 | $550K | Buy |
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|
2013
Q4 | $523K | Sell |
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|
2013
Q3 | $431K | Sell |
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|
2013
Q2 | $382K | Buy |
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