Cassady Schiller Wealth Management’s Civista Bancshares CIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-395
| Closed | -$6.12K | – | 442 |
|
|
2023
Q3 | $6.12K | Hold |
395
| – | – | ﹤0.01% | 362 |
|
|
2023
Q2 | $6.87K | Hold |
395
| – | – | ﹤0.01% | 363 |
|
|
2023
Q1 | $6.67K | Sell |
395
-650
| -62% | -$11K | ﹤0.01% | 341 |
|
|
2022
Q4 | $23K | Buy |
+1,045
| New | +$23K | 0.01% | 260 |
|
|
2022
Q1 | – | Sell |
-2,857
| Closed | -$70K | – | 193 |
|
|
2021
Q4 | $70K | Buy |
+2,857
| New | +$70K | 0.04% | 170 |
|