True Wealth Design’s Civista Bancshares CIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$170 Hold
7
﹤0.01% 2118
2025
Q1
$143 Hold
7
﹤0.01% 2079
2024
Q4
$154 Hold
7
﹤0.01% 1246
2024
Q3
$130 Buy
+7
New +$130 ﹤0.01% 1219
2024
Q2
Hold
0
-$5 779
2024
Q1
Hold
0
-$6 787
2023
Q4
Sell
-4
Closed -$67 778
2023
Q3
$67 Hold
4
﹤0.01% 736
2023
Q2
$74 Sell
4
-452
-99% -$8.36K ﹤0.01% 739
2023
Q1
$7.7K Buy
456
+3
+0.7% +$51 ﹤0.01% 254
2022
Q4
$9.98K Buy
+453
New +$9.98K ﹤0.01% 221