Taylor Wealth Management Partners’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
Q3 | – | Sell |
-130,848
| Closed | -$2.81M | – | 151 |
|
|
2018
Q2 | $2.81M | Sell |
130,848
-2,025
| -2% | -$43.5K | 1.25% | 29 |
|
|
2018
Q1 | $2.6M | Sell |
132,873
-8,107
| -6% | -$159K | 1.25% | 27 |
|
|
2017
Q4 | $2.82M | Sell |
140,980
-215
| -0.2% | -$4.3K | 1.2% | 31 |
|
|
2017
Q3 | $2.77M | Sell |
141,195
-7,540
| -5% | -$148K | 1.24% | 34 |
|
|
2017
Q2 | $2.59M | Sell |
148,735
-2,775
| -2% | -$48.3K | 1.17% | 31 |
|
|
2017
Q1 | $2.55M | Buy |
151,510
+5,745
| +4% | +$96.5K | 1.15% | 32 |
|
|
2016
Q4 | $2.46M | Buy |
+145,765
| New | +$2.46M | 1.14% | 34 |
|
|
2015
Q4 | – | Sell |
-187
| Closed | -$2K | – | 172 |
|
|
2015
Q3 | $2K | Buy |
+187
| New | +$2K | ﹤0.01% | 147 |
|