Impact Partnership Wealth’s Columbia Banking Systems COLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,261	Closed	-$199K	–	304
2024 Q1	$199K	Buy	10,261 +736	+8%	+$14.2K	0.08%	174
2023 Q4	$254K	Buy	9,525 +2,400	+34%	+$64K	0.09%	141
2023 Q3	$145K	Buy	+7,125	New	+$145K	0.05%	234