ICA Group Wealth Management’s Choiceone Financial COFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $84.1K | Sell |
2,935
-12,676
| -81% | -$363K | 0.05% | 189 |
|
|
2024
Q1 | $427K | Buy |
15,611
+358
| +2% | +$9.79K | 0.09% | 181 |
|
|
2023
Q4 | $447K | Sell |
15,253
-819
| -5% | -$24K | 0.1% | 162 |
|
|
2023
Q3 | $316K | Buy |
16,072
+344
| +2% | +$6.76K | 0.09% | 178 |
|
|
2023
Q2 | $362K | Sell |
15,728
-468
| -3% | -$10.8K | 0.09% | 162 |
|
|
2023
Q1 | $409K | Hold |
16,196
| – | – | 0.1% | 166 |
|
|
2022
Q4 | $470K | Buy |
16,196
+1,337
| +9% | +$38.8K | 0.11% | 166 |
|
|
2022
Q3 | $323K | Hold |
14,859
| – | – | 0.07% | 253 |
|
|
2022
Q2 | $328K | Buy |
14,859
+1,543
| +12% | +$34.1K | 0.06% | 261 |
|
|
2022
Q1 | $290K | Buy |
+13,316
| New | +$290K | 0.06% | 288 |
|