KWS
CALB

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.