Traverso Chambers Private Wealth Management’s Summit State Bank SSBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.06M | Hold |
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|
2023
Q3 | $1.45M | Hold |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.35M | Hold |
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|
2022
Q3 | $1.24M | Sell |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $1.47M | Hold |
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $1.54M | Sell |
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|
2021
Q2 | $1.21M | Hold |
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|
2021
Q1 | $1.27M | Sell |
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|
2020
Q4 | $1.1M | Buy |
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|
2020
Q3 | $897K | Hold |
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|
2020
Q2 | $721K | Buy |
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|
2020
Q1 | $520K | Buy |
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|
2019
Q4 | $831K | Hold |
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|
2019
Q3 | $756K | Hold |
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|
2019
Q2 | $753K | Hold |
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|
2019
Q1 | $742K | Hold |
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|
2018
Q4 | $754K | Buy |
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