Keystone Wealth Services’s California BanCorp Common Stock CALB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $564K | Hold |
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|
2024
Q1 | $578K | Hold |
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|
2023
Q4 | $650K | Hold |
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|
2023
Q3 | $528K | Hold |
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|
2023
Q2 | $394K | Hold |
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|
2023
Q1 | $512K | Hold |
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|
2022
Q4 | $624K | Hold |
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|
2022
Q3 | $531K | Hold |
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|
2022
Q2 | $506K | Hold |
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|
2022
Q1 | $604K | Hold |
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|
2021
Q4 | $557K | Buy |
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