Keystone Wealth Services’s California BanCorp Common Stock CALB Stock Holding History

Keystone Wealth Services’s Portfolio CALB Stock Details CALB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-26,250	Closed	-$564K	–	262
2024 Q2	$564K	Hold	26,250	–	–	0.18%	123
2024 Q1	$578K	Hold	26,250	–	–	0.19%	116
2023 Q4	$650K	Hold	26,250	–	–	0.22%	98
2023 Q3	$528K	Hold	26,250	–	–	0.2%	112
2023 Q2	$394K	Hold	26,250	–	–	0.15%	136
2023 Q1	$512K	Hold	26,250	–	–	0.21%	111
2022 Q4	$624K	Hold	26,250	–	–	0.27%	83
2022 Q3	$531K	Hold	26,250	–	–	0.25%	79
2022 Q2	$506K	Hold	26,250	–	–	0.23%	89
2022 Q1	$604K	Hold	26,250	–	–	0.24%	87
2021 Q4	$557K	Buy	+26,250	New	+$492K	0.23%	89

Keystone Wealth Services's CALB Position: Q3 2024 in Review

Keystone Wealth Services sold out of California BanCorp Common Stock (CALB) in Q3 2024, closing a stake of 26,250 shares — an estimated $564K sold.

Keystone Wealth Services first reported a position in CALB in Q4 2021 and held it in 11 quarters. The position peaked at $650K in Q4 2023. 0 funds tracked by Wall St. Rank hold CALB as of Q3 2024.

Keystone Wealth Services reported no remaining California BanCorp Common Stock position as of Q3 2024 after selling out during the quarter.
Keystone Wealth Services sold 26,250 California BanCorp Common Stock shares in Q3 2024, an estimated $564K.
Keystone Wealth Services first reported a position in California BanCorp Common Stock in Q4 2021 and held it in 11 quarters.
Keystone Wealth Services's California BanCorp Common Stock position peaked at $650K in Q4 2023.
0 funds tracked by Wall St. Rank held California BanCorp Common Stock as of Q3 2024.

Based on Keystone Wealth Services's 13F filing for Q3 2024, filed 15 Oct 2024.