Cerity Partners’s California BanCorp Common Stock CALB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23,031
| Closed | -$495K | – | 2613 |
|
|
2024
Q2 | $495K | Hold |
23,031
| – | – | ﹤0.01% | 1548 |
|
|
2024
Q1 | $507K | Hold |
23,031
| – | – | ﹤0.01% | 1590 |
|
|
2023
Q4 | $570K | Hold |
23,031
| – | – | ﹤0.01% | 1211 |
|
|
2023
Q3 | $463K | Sell |
23,031
-3,000
| -12% | -$60.3K | ﹤0.01% | 999 |
|
|
2023
Q2 | $390K | Buy |
+26,031
| New | +$390K | ﹤0.01% | 1286 |
|