RSWM
CALB
Robertson Stephens Wealth Management’s California BanCorp Common Stock CALB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-33,698
| Closed | -$725K | – | 636 |
|
|
2024
Q2 | $725K | Hold |
33,698
| – | – | 0.04% | 273 |
|
|
2024
Q1 | $741K | Hold |
33,698
| – | – | 0.04% | 276 |
|
|
2023
Q4 | $834K | Hold |
33,698
| – | – | 0.05% | 241 |
|
|
2023
Q3 | $677K | Hold |
33,698
| – | – | 0.05% | 257 |
|
|
2023
Q2 | $505K | Hold |
33,698
| – | – | 0.04% | 274 |
|
|
2023
Q1 | $657K | Buy |
+33,698
| New | +$657K | 0.05% | 258 |
|