DPW
DiNuzzo Private Wealth’s Columbia Financial CLBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233 | Buy |
16
+3
| +23% | +$44 | ﹤0.01% | 1223 |
|
|
2025
Q1 | $195 | Sell |
13
-6
| -32% | -$90 | ﹤0.01% | 1241 |
|
|
2024
Q4 | $301 | Buy |
19
+5
| +36% | +$79 | ﹤0.01% | 1214 |
|
|
2024
Q3 | $239 | Hold |
14
| – | – | ﹤0.01% | 1279 |
|
|
2024
Q2 | $210 | Buy |
14
+2
| +17% | +$30 | ﹤0.01% | 1262 |
|
|
2024
Q1 | $207 | Sell |
12
-1
| -8% | -$17 | ﹤0.01% | 1195 |
|
|
2023
Q4 | $251 | Buy |
+13
| New | +$251 | ﹤0.01% | 1174 |
|