DWM
CALB
Destination Wealth Management’s California BanCorp Common Stock CALB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-26,250
| Closed | -$564K | – | 225 |
|
|
2024
Q2 | $564K | Hold |
26,250
| – | – | 0.02% | 146 |
|
|
2024
Q1 | $578K | Hold |
26,250
| – | – | 0.02% | 146 |
|
|
2023
Q4 | $650K | Hold |
26,250
| – | – | 0.02% | 140 |
|
|
2023
Q3 | $528K | Hold |
26,250
| – | – | 0.02% | 141 |
|
|
2023
Q2 | $394K | Hold |
26,250
| – | – | 0.01% | 157 |
|
|
2023
Q1 | $512K | Hold |
26,250
| – | – | 0.02% | 145 |
|
|
2022
Q4 | $624K | Hold |
26,250
| – | – | 0.02% | 136 |
|
|
2022
Q3 | $531K | Hold |
26,250
| – | – | 0.02% | 133 |
|
|
2022
Q2 | $506K | Hold |
26,250
| – | – | 0.02% | 140 |
|
|
2022
Q1 | $604K | Hold |
26,250
| – | – | 0.02% | 127 |
|
|
2021
Q4 | $557K | Hold |
26,250
| – | – | 0.02% | 135 |
|
|
2021
Q3 | $460K | Hold |
26,250
| – | – | 0.02% | 129 |
|
|
2021
Q2 | $491K | Hold |
26,250
| – | – | 0.02% | 129 |
|
|
2021
Q1 | $468K | Buy |
+26,250
| New | +$468K | 0.02% | 132 |
|