KWS
CALB
Keystone Wealth Services’s California BanCorp Common Stock CALB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-26,250
| Closed | -$564K | – | 261 |
|
|
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 | +$557K | 0.23% | 89 |
|