Copeland Capital Management’s Civista Bancshares CIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-834
| Closed | -$12K | – | 275 |
|
|
2020
Q1 | $12K | Buy |
834
+84
| +11% | +$1.21K | ﹤0.01% | 189 |
|
|
2019
Q4 | $18K | Hold |
750
| – | – | ﹤0.01% | 175 |
|
|
2019
Q3 | $16K | Buy |
750
+279
| +59% | +$5.95K | ﹤0.01% | 180 |
|
|
2019
Q2 | $11K | Hold |
471
| – | – | ﹤0.01% | 215 |
|
|
2019
Q1 | $10K | Buy |
471
+22
| +5% | +$467 | ﹤0.01% | 211 |
|
|
2018
Q4 | $8K | Buy |
+449
| New | +$8K | ﹤0.01% | 219 |
|