Concentric Wealth Management’s California BanCorp Common Stock CALB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $331K | Hold |
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|
2024
Q1 | $338K | Hold |
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|
2023
Q4 | $381K | Hold |
|
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|
2023
Q3 | $309K | Hold |
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|
2023
Q2 | $231K | Hold |
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|
2023
Q1 | $300K | Hold |
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|
2022
Q4 | $366K | Hold |
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|
2022
Q3 | $311K | Hold |
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|
2022
Q2 | $296K | Hold |
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|
2022
Q1 | $354K | Hold |
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|
2021
Q4 | $326K | Hold |
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|
2021
Q3 | $270K | Hold |
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|
2021
Q2 | $287K | Buy |
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