Kore Private Wealth’s Columbia Financial CLBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,803
| Closed | -$122K | – | 422 |
|
|
2020
Q2 | $122K | Hold |
8,803
| – | – | 0.02% | 310 |
|
|
2020
Q1 | $127K | Hold |
8,803
| – | – | 0.03% | 270 |
|
|
2019
Q4 | $149K | Buy |
+8,803
| New | +$149K | 0.03% | 295 |
|
|
2019
Q2 | – | Sell |
-8,803
| Closed | -$138K | – | 332 |
|
|
2019
Q1 | $138K | Hold |
8,803
| – | – | 0.03% | 249 |
|
|
2018
Q4 | $135K | Buy |
+8,803
| New | +$135K | 0.04% | 254 |
|