Modera Wealth Management’s Columbia Financial CLBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,012
| Closed | -$150K | – | 604 |
|
|
2024
Q2 | $150K | Hold |
10,012
| – | – | ﹤0.01% | 558 |
|
|
2024
Q1 | $172K | Buy |
+10,012
| New | +$172K | ﹤0.01% | 551 |
|
|
2023
Q3 | – | Sell |
-10,000
| Closed | -$173K | – | 554 |
|
|
2023
Q2 | $173K | Hold |
10,000
| – | – | ﹤0.01% | 537 |
|
|
2023
Q1 | $183K | Hold |
10,000
| – | – | 0.01% | 343 |
|
|
2022
Q4 | $216K | Hold |
10,000
| – | – | 0.01% | 324 |
|
|
2022
Q3 | $211K | Hold |
10,000
| – | – | 0.01% | 297 |
|
|
2022
Q2 | $218K | Sell |
10,000
-11
| -0.1% | -$240 | 0.01% | 306 |
|
|
2022
Q1 | $215K | Sell |
10,011
-1,788
| -15% | -$38.4K | 0.01% | 334 |
|
|
2021
Q4 | $246K | Buy |
11,799
+1,799
| +18% | +$37.5K | 0.01% | 492 |
|
|
2021
Q3 | $185K | Hold |
10,000
| – | – | 0.01% | 267 |
|
|
2021
Q2 | $172K | Hold |
10,000
| – | – | 0.01% | 238 |
|
|
2021
Q1 | $175K | Hold |
10,000
| – | – | 0.01% | 224 |
|
|
2020
Q4 | $156K | Hold |
10,000
| – | – | 0.01% | 231 |
|
|
2020
Q3 | $111K | Buy |
+10,000
| New | +$111K | 0.02% | 160 |
|