Willow Creek Wealth Management’s Summit State Bank SSBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-23,067
| Closed | -$324K | – | 76 |
|
|
2018
Q2 | $324K | Buy |
23,067
+924
| +4% | +$13K | 0.18% | 41 |
|
|
2018
Q1 | $271K | Hold |
22,143
| – | – | 0.15% | 53 |
|
|
2017
Q4 | $254K | Hold |
22,143
| – | – | 0.17% | 20 |
|
|
2017
Q3 | $251K | Hold |
22,143
| – | – | 0.16% | 19 |
|
|
2017
Q2 | $262K | Hold |
22,143
| – | – | 0.18% | 20 |
|
|
2017
Q1 | $263K | Hold |
22,143
| – | – | 0.18% | 20 |
|
|
2016
Q4 | $242K | Buy |
22,143
+770
| +4% | +$8.42K | 0.18% | 20 |
|
|
2016
Q3 | $211K | Hold |
21,373
| – | – | 0.17% | 18 |
|
|
2016
Q2 | $213K | Hold |
21,373
| – | – | 0.17% | 20 |
|
|
2016
Q1 | $206K | Hold |
21,373
| – | – | 0.19% | 17 |
|
|
2015
Q4 | $214K | Buy |
+21,373
| New | +$214K | 0.19% | 18 |
|
|
2015
Q1 | – | Sell |
-19,902
| Closed | -$201K | – | 15 |
|
|
2014
Q4 | $201K | Buy |
+19,902
| New | +$201K | 0.2% | 15 |
|