J.P. Morgan Private Wealth Advisors’s CoBiz Financial,Inc COBZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-10,000
Closed -$221K 1653
2018
Q3
$221K Hold
10,000
﹤0.01% 1436
2018
Q2
$215K Hold
10,000
﹤0.01% 1343
2018
Q1
$196K Hold
10,000
﹤0.01% 1189
2017
Q4
$200K Hold
10,000
﹤0.01% 1195
2017
Q3
$196K Sell
10,000
-2,000
-17% -$39.2K ﹤0.01% 1161
2017
Q2
$209K Hold
12,000
﹤0.01% 1140
2017
Q1
$202K Sell
12,000
-3,000
-20% -$50.5K ﹤0.01% 1244
2016
Q4
$253K Hold
15,000
﹤0.01% 1074
2016
Q3
$200K Hold
15,000
﹤0.01% 1146
2016
Q2
$176K Hold
15,000
﹤0.01% 1173
2016
Q1
$177K Hold
15,000
﹤0.01% 1101
2015
Q4
$201K Hold
15,000
﹤0.01% 1019
2015
Q3
$195K Hold
15,000
﹤0.01% 944
2015
Q2
$196K Sell
15,000
-5,000
-25% -$65.3K ﹤0.01% 981
2015
Q1
$246K Hold
20,000
﹤0.01% 963
2014
Q4
$263K Sell
20,000
-5,748
-22% -$75.6K ﹤0.01% 921
2014
Q3
$288K Sell
25,748
-25,000
-49% -$280K ﹤0.01% 855
2014
Q2
$547K Hold
50,748
0.01% 537
2014
Q1
$585K Hold
50,748
0.01% 524
2013
Q4
$607K Hold
50,748
0.01% 413
2013
Q3
$490K Sell
50,748
-15,000
-23% -$145K 0.01% 439
2013
Q2
$546K Buy
+65,748
New +$546K 0.01% 401