EWA
Encompass Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,119
| Closed | -$214K | – | 282 |
|
|
2022
Q4 | $214K | Hold |
7,119
| – | – | 0.08% | 184 |
|
|
2022
Q3 | $206K | Hold |
7,119
| – | – | 0.08% | 188 |
|
|
2022
Q2 | $204K | Sell |
7,119
-1,891
| -21% | -$54.2K | 0.07% | 191 |
|
|
2022
Q1 | $291K | Buy |
9,010
+1,991
| +28% | +$64.3K | 0.07% | 179 |
|
|
2021
Q4 | $230K | Hold |
7,019
| – | – | 0.06% | 206 |
|
|
2021
Q3 | $266K | Sell |
7,019
-109
| -2% | -$4.13K | 0.07% | 189 |
|
|
2021
Q2 | $274K | Buy |
7,128
+1
| +0% | +$38 | 0.07% | 194 |
|
|
2021
Q1 | $314K | Buy |
7,127
+400
| +6% | +$17.6K | 0.08% | 177 |
|
|
2020
Q4 | $242K | Buy |
+6,727
| New | +$242K | 0.14% | 95 |
|