CPA
CALB

Capital Planning Advisors’s California BanCorp Common Stock CALB Stock Holding History

Capital Planning Advisors’s Portfolio CALB Stock Details CALB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-15,950
Closed -$239K – 131
2023
Q2 		$239K Buy
+15,950
New +$239K 0.05% 121
2023
Q1 		– Sell
-24,298
Closed -$578K – 129
2022
Q4 		$578K Buy
+24,298
New +$578K 0.14% 83