Wealthspire Advisors (Maryland)’s Columbia Banking Systems COLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-212
| Closed | -$7K | – | 783 |
|
2019
Q1 | $7K | Hold |
212
| – | – | ﹤0.01% | 1663 |
|
2018
Q4 | $8K | Buy |
212
+11
| +5% | +$415 | ﹤0.01% | 1538 |
|
2018
Q3 | $8K | Buy |
201
+40
| +25% | +$1.59K | ﹤0.01% | 1594 |
|
2018
Q2 | $7K | Buy |
161
+41
| +34% | +$1.78K | ﹤0.01% | 1651 |
|
2018
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 1799 |
|
2017
Q4 | $5K | Buy |
120
+92
| +329% | +$3.83K | ﹤0.01% | 1815 |
|
2017
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 2073 |
|