Crewe Advisors’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
-100
Closed -$2.15K 1016
2024
Q2
$2.15K Hold
100
﹤0.01% 868
2024
Q1
$2.2K Hold
100
﹤0.01% 845
2023
Q4
$2.48K Hold
100
﹤0.01% 285
2023
Q3
$2.01K Hold
100
﹤0.01% 330
2023
Q2
$1.5K Hold
100
﹤0.01% 551
2023
Q1
$1.95K Buy
+100
New +$2.36K ﹤0.01% 723

Crewe Advisors's CALB Position: Q3 2024 in Review

Crewe Advisors sold out of California BanCorp Common Stock (CALB) in Q3 2024, closing a stake of 100 shares — an estimated $2.15K sold.

Crewe Advisors first reported a position in CALB in Q1 2023 and held it in 6 quarters. The position peaked at $2.48K in Q4 2023. 0 funds tracked by Wall St. Rank hold CALB as of Q3 2024.

  • Crewe Advisors reported no remaining California BanCorp Common Stock position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 100 California BanCorp Common Stock shares in Q3 2024, an estimated $2.15K.
  • Crewe Advisors first reported a position in California BanCorp Common Stock in Q1 2023 and held it in 6 quarters.
  • Crewe Advisors's California BanCorp Common Stock position peaked at $2.48K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held California BanCorp Common Stock as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.