TCPWM

Traverso Chambers Private Wealth Management’s Summit State Bank SSBI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.06M	Hold	88,065	–	–	0.26%	52
2023 Q3	$1.45M	Hold	88,065	–	–	0.39%	38
2023 Q2	$1.33M	Buy	88,065 +3,283	+4%	+$49.6K	0.35%	40
2023 Q1	$1.18M	Sell	84,782 -700	-0.8%	-$9.71K	0.32%	42
2022 Q4	$1.35M	Hold	85,482	–	–	0.39%	39
2022 Q3	$1.24M	Sell	85,482 -500	-0.6%	-$7.25K	0.38%	40
2022 Q2	$1.31M	Buy	85,982 +70	+0.1%	+$1.07K	0.44%	35
2022 Q1	$1.47M	Hold	85,912	–	–	0.44%	37
2021 Q4	$1.33M	Buy	85,912 +8,262	+11%	+$128K	0.39%	35
2021 Q3	$1.54M	Sell	77,650 -500	-0.6%	-$9.9K	0.48%	29
2021 Q2	$1.21M	Hold	78,150	–	–	0.38%	37
2021 Q1	$1.28M	Sell	78,150 -3,660	-4%	-$59.7K	0.43%	32
2020 Q4	$1.1M	Buy	81,810 +1,400	+2%	+$18.9K	0.4%	35
2020 Q3	$897K	Hold	80,410	–	–	0.35%	36
2020 Q2	$721K	Buy	80,410 +15,330	+24%	+$137K	0.3%	44
2020 Q1	$520K	Buy	65,080 +1,000	+2%	+$7.99K	0.25%	54
2019 Q4	$831K	Hold	64,080	–	–	0.35%	40
2019 Q3	$756K	Hold	64,080	–	–	0.36%	38
2019 Q2	$753K	Hold	64,080	–	–	0.37%	39
2019 Q1	$742K	Hold	64,080	–	–	0.36%	40
2018 Q4	$754K	Buy	+64,080	New	+$754K	0.41%	36