DIA
COBZ
Davidson Investment Advisors’s CoBiz Financial,Inc COBZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-695
| Closed | -$12K | – | 204 |
|
|
2017
Q2 | $12K | Hold |
695
| – | – | ﹤0.01% | 172 |
|
|
2017
Q1 | $11K | Sell |
695
-955
| -58% | -$15.1K | ﹤0.01% | 179 |
|
|
2016
Q4 | $27K | Hold |
1,650
| – | – | ﹤0.01% | 161 |
|
|
2016
Q3 | $21K | Hold |
1,650
| – | – | ﹤0.01% | 160 |
|
|
2016
Q2 | $19K | Sell |
1,650
-50,320
| -97% | -$579K | ﹤0.01% | 163 |
|
|
2016
Q1 | $612K | Sell |
51,970
-122,544
| -70% | -$1.44M | 0.1% | 88 |
|
|
2015
Q4 | $2.34M | Sell |
174,514
-1,510
| -0.9% | -$20.2K | 0.39% | 78 |
|
|
2015
Q3 | $2.29M | Sell |
176,024
-45,625
| -21% | -$593K | 0.41% | 74 |
|
|
2015
Q2 | $2.89M | Sell |
221,649
-3,325
| -1% | -$43.4K | 0.43% | 77 |
|
|
2015
Q1 | $2.77M | Sell |
224,974
-3,330
| -1% | -$41K | 0.41% | 78 |
|
|
2014
Q4 | $2.99M | Sell |
228,304
-234,205
| -51% | -$3.07M | 0.45% | 76 |
|
|
2014
Q3 | $4.81M | Buy |
462,509
+224,254
| +94% | +$2.33M | 0.38% | 84 |
|
|
2014
Q2 | $2.56M | Buy |
238,255
+27,280
| +13% | +$293K | 0.37% | 81 |
|
|
2014
Q1 | $2.43M | Sell |
210,975
-7,410
| -3% | -$85.2K | 0.37% | 84 |
|
|
2013
Q4 | $2.61M | Sell |
218,385
-14,390
| -6% | -$172K | 0.4% | 83 |
|
|
2013
Q3 | $2.24M | Sell |
232,775
-6,995
| -3% | -$67.4K | 0.36% | 87 |
|
|
2013
Q2 | $1.99M | Buy |
+239,770
| New | +$1.99M | 0.33% | 91 |
|