Glassman Wealth Services’s Columbia Financial CLBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-40
| Closed | -$771 | – | 529 |
|
|
2023
Q4 | $771 | Hold |
40
| – | – | ﹤0.01% | 1612 |
|
|
2023
Q3 | $628 | Hold |
40
| – | – | ﹤0.01% | 1685 |
|
|
2023
Q2 | $692 | Hold |
40
| – | – | ﹤0.01% | 1566 |
|
|
2023
Q1 | $731 | Buy |
+40
| New | +$731 | ﹤0.01% | 1534 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$1K | – | 1677 |
|
|
2021
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1332 |
|