Wealthquest’s Civista Bancshares CIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-90,759
| Closed | -$1.67M | – | 134 |
|
|
2023
Q4 | $1.67M | Hold |
90,759
| – | – | 0.19% | 38 |
|
|
2023
Q3 | $1.41M | Hold |
90,759
| – | – | 0.17% | 41 |
|
|
2023
Q2 | $1.58M | Hold |
90,759
| – | – | 0.19% | 42 |
|
|
2023
Q1 | $1.53M | Buy |
90,759
+41,541
| +84% | +$701K | 0.2% | 39 |
|
|
2022
Q4 | $1.08M | Buy |
+49,218
| New | +$1.08M | 0.14% | 48 |
|