Dynamic Advisor Solutions’s Columbia Banking Systems COLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,147
| Closed | -$209K | – | 488 |
|
|
2019
Q4 | $209K | Buy |
+5,147
| New | +$209K | 0.03% | 491 |
|
|
2018
Q4 | – | Sell |
-5,635
| Closed | -$218K | – | 399 |
|
|
2018
Q3 | $218K | Buy |
5,635
+4
| +0.1% | +$155 | 0.05% | 353 |
|
|
2018
Q2 | $230K | Buy |
5,631
+3
| +0.1% | +$123 | 0.05% | 348 |
|
|
2018
Q1 | $236K | Buy |
+5,628
| New | +$236K | 0.06% | 300 |
|