Morgan Stanley’s CoBiz Financial,Inc COBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-78,455
| Closed | -$1.74M | – | 7006 |
|
|
2018
Q3 | $1.74M | Sell |
78,455
-45,575
| -37% | -$1.01M | ﹤0.01% | 4121 |
|
|
2018
Q2 | $2.66M | Sell |
124,030
-26,569
| -18% | -$571K | ﹤0.01% | 3812 |
|
|
2018
Q1 | $2.95M | Buy |
150,599
+58,976
| +64% | +$1.16M | ﹤0.01% | 3618 |
|
|
2017
Q4 | $1.83M | Buy |
91,623
+22,851
| +33% | +$457K | ﹤0.01% | 4096 |
|
|
2017
Q3 | $1.35M | Buy |
68,772
+16,321
| +31% | +$321K | ﹤0.01% | 4218 |
|
|
2017
Q2 | $914K | Sell |
52,451
-6,679
| -11% | -$116K | ﹤0.01% | 4433 |
|
|
2017
Q1 | $993K | Sell |
59,130
-57,654
| -49% | -$968K | ﹤0.01% | 4386 |
|
|
2016
Q4 | $1.97M | Buy |
116,784
+101,327
| +656% | +$1.71M | ﹤0.01% | 3942 |
|
|
2016
Q3 | $206K | Buy |
15,457
+9,025
| +140% | +$120K | ﹤0.01% | 5011 |
|
|
2016
Q2 | $75K | Buy |
6,432
+2,204
| +52% | +$25.7K | ﹤0.01% | 5378 |
|
|
2016
Q1 | $50K | Buy |
4,228
+786
| +23% | +$9.3K | ﹤0.01% | 5612 |
|
|
2015
Q4 | $46K | Sell |
3,442
-49
| -1% | -$655 | ﹤0.01% | 5755 |
|
|
2015
Q3 | $45K | Sell |
3,491
-7,094
| -67% | -$91.4K | ﹤0.01% | 5781 |
|
|
2015
Q2 | $139K | Buy |
10,585
+5,757
| +119% | +$75.6K | ﹤0.01% | 5426 |
|
|
2015
Q1 | $59K | Sell |
4,828
-22
| -0.5% | -$269 | ﹤0.01% | 5739 |
|
|
2014
Q4 | $64K | Sell |
4,850
-746
| -13% | -$9.84K | ﹤0.01% | 5732 |
|
|
2014
Q3 | $62K | Sell |
5,596
-2,394
| -30% | -$26.5K | ﹤0.01% | 5655 |
|
|
2014
Q2 | $86K | Sell |
7,990
-15,276
| -66% | -$164K | ﹤0.01% | 5561 |
|
|
2014
Q1 | $268K | Sell |
23,266
-77,227
| -77% | -$890K | ﹤0.01% | 4950 |
|
|
2013
Q4 | $1.2M | Sell |
100,493
-38,804
| -28% | -$464K | ﹤0.01% | 3778 |
|
|
2013
Q3 | $1.35M | Buy |
139,297
+33,910
| +32% | +$328K | ﹤0.01% | 3538 |
|
|
2013
Q2 | $875K | Buy |
+105,387
| New | +$875K | ﹤0.01% | 3828 |
|