CW
COBZ
Cobiz Wealth’s CoBiz Financial,Inc COBZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-77,645
| Closed | -$1.04M | – | 149 |
|
|
2015
Q4 | $1.04M | Buy |
77,645
+75
| +0.1% | +$1.01K | 0.25% | 82 |
|
|
2015
Q3 | $1.01M | Hold |
77,570
| – | – | 0.25% | 83 |
|
|
2015
Q2 | $1.01M | Buy |
77,570
+8,610
| +12% | +$113K | 0.23% | 82 |
|
|
2015
Q1 | $850K | Sell |
68,960
-1,840
| -3% | -$22.7K | 0.19% | 84 |
|
|
2014
Q4 | $930K | Buy |
70,800
+10,665
| +18% | +$140K | 0.21% | 79 |
|
|
2014
Q3 | $672K | Buy |
60,135
+1,125
| +2% | +$12.6K | 0.16% | 91 |
|
|
2014
Q2 | $636K | Sell |
59,010
-830
| -1% | -$8.95K | 0.15% | 93 |
|
|
2014
Q1 | $689K | Hold |
59,840
| – | – | 0.16% | 87 |
|
|
2013
Q4 | $716K | Hold |
59,840
| – | – | 0.17% | 87 |
|
|
2013
Q3 | $578K | Sell |
59,840
-10,451
| -15% | -$101K | 0.15% | 91 |
|
|
2013
Q2 | $583K | Buy |
+70,291
| New | +$583K | 0.15% | 84 |
|