United Capital Financial Advisors’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
Q4 | – | Sell |
-14,851
| Closed | -$329K | – | 1413 |
|
|
2018
Q3 | $329K | Hold |
14,851
| – | – | ﹤0.01% | 1076 |
|
|
2018
Q2 | $319K | Sell |
14,851
-6,000
| -29% | -$129K | ﹤0.01% | 1065 |
|
|
2018
Q1 | $409K | Hold |
20,851
| – | – | ﹤0.01% | 1006 |
|
|
2017
Q4 | $417K | Hold |
20,851
| – | – | ﹤0.01% | 1015 |
|
|
2017
Q3 | $410K | Buy |
20,851
+5,000
| +32% | +$98.3K | ﹤0.01% | 1021 |
|
|
2017
Q2 | $276K | Buy |
15,851
+1,013
| +7% | +$17.6K | ﹤0.01% | 1100 |
|
|
2017
Q1 | $249K | Buy |
14,838
+12
| +0.1% | +$201 | ﹤0.01% | 1117 |
|
|
2016
Q4 | $250K | Buy |
14,826
+66
| +0.4% | +$1.11K | ﹤0.01% | 1108 |
|
|
2016
Q3 | $196K | Hold |
14,760
| – | – | ﹤0.01% | 1191 |
|
|
2016
Q2 | $177K | Hold |
14,760
| – | – | ﹤0.01% | 1185 |
|
|
2016
Q1 | $174K | Buy |
14,760
+3,211
| +28% | +$37.9K | ﹤0.01% | 1144 |
|
|
2015
Q4 | $155K | Hold |
11,549
| – | – | ﹤0.01% | 1153 |
|
|
2015
Q3 | $150K | Hold |
11,549
| – | – | ﹤0.01% | 1187 |
|
|
2015
Q2 | $151K | Buy |
11,549
+844
| +8% | +$11K | ﹤0.01% | 1209 |
|
|
2015
Q1 | $129K | Hold |
10,705
| – | – | ﹤0.01% | 1210 |
|
|
2014
Q4 | $141K | Hold |
10,705
| – | – | ﹤0.01% | 1119 |
|
|
2014
Q3 | $120K | Buy |
+10,705
| New | +$120K | ﹤0.01% | 1077 |
|
|
2014
Q2 | – | Sell |
-10,705
| Closed | -$123K | – | 995 |
|
|
2014
Q1 | $123K | Hold |
10,705
| – | – | ﹤0.01% | 906 |
|
|
2013
Q4 | $128K | Buy |
+10,705
| New | +$128K | ﹤0.01% | 623 |
|