Nisa Investment Advisors’s Choiceone Financial COFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8
| Closed | -$157 | – | 2666 |
|
|
2023
Q3 | $157 | Buy |
+8
| New | +$157 | ﹤0.01% | 2694 |
|
|
2021
Q2 | – | Sell |
-2,000
| Closed | -$48 | – | 2331 |
|
|
2021
Q1 | $48 | Hold |
2,000
| – | – | ﹤0.01% | 1985 |
|
|
2020
Q4 | $62K | Buy |
2,000
+700
| +54% | +$21.7K | ﹤0.01% | 1927 |
|
|
2020
Q3 | $34K | Buy |
+1,300
| New | +$34K | ﹤0.01% | 1954 |
|