Simplicity Wealth’s Columbia Banking Systems COLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-24,393	Closed	-$485K	–	629
2024 Q2	$485K	Buy	24,393 +2,617	+12%	+$52.1K	0.01%	770
2024 Q1	$421K	Buy	+21,776	New	+$421K	0.01%	797