JWM
CSFL
Jacobus Wealth Management’s CenterState Bank Corporation Common Stock CSFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $8.09M | Sell |
301,716
-39,554
| -12% | -$1.06M | 2.12% | 14 |
|
|
2017
Q2 | $8.48M | Sell |
341,270
-6,452
| -2% | -$160K | 2.29% | 10 |
|
|
2017
Q1 | $9.01M | Sell |
347,722
-1,990
| -0.6% | -$51.5K | 2.52% | 9 |
|
|
2016
Q4 | $8.8M | Sell |
349,712
-28,904
| -8% | -$727K | 2.57% | 9 |
|
|
2016
Q3 | $6.71M | Sell |
378,616
-5,825
| -2% | -$103K | 1.96% | 15 |
|
|
2016
Q2 | $6.06M | Sell |
384,441
-3,392
| -0.9% | -$53.4K | 1.85% | 16 |
|
|
2016
Q1 | $5.78M | Buy |
387,833
+90
| +0% | +$1.34K | 1.69% | 15 |
|
|
2015
Q4 | $6.07M | Sell |
387,743
-1,023
| -0.3% | -$16K | 1.74% | 14 |
|
|
2015
Q3 | $5.72M | Buy |
388,766
+33,247
| +9% | +$489K | 1.67% | 18 |
|
|
2015
Q2 | $4.8M | Sell |
355,519
-33,153
| -9% | -$448K | 1.19% | 23 |
|
|
2015
Q1 | $4.63M | Sell |
388,672
-36,600
| -9% | -$436K | 1.2% | 25 |
|
|
2014
Q4 | $5.07M | Sell |
425,272
-15,730
| -4% | -$187K | 1.32% | 19 |
|
|
2014
Q3 | $4.56M | Sell |
441,002
-1,910
| -0.4% | -$19.8K | 1.26% | 20 |
|
|
2014
Q2 | $4.96M | Hold |
442,912
| – | – | 1.27% | 20 |
|
|
2014
Q1 | $4.84M | Buy |
+442,912
| New | +$4.84M | 1.18% | 24 |
|