Willow Creek Wealth Management’s Summit State Bank SSBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $324K | Buy |
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|
2018
Q1 | $271K | Hold |
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|
2017
Q4 | $254K | Hold |
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|
2017
Q3 | $251K | Hold |
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|
2017
Q2 | $262K | Hold |
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|
2017
Q1 | $263K | Hold |
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|
2016
Q4 | $242K | Buy |
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|
2016
Q3 | $211K | Hold |
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|
2016
Q2 | $213K | Hold |
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|
2016
Q1 | $206K | Hold |
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|
2015
Q4 | $214K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $201K | Buy |
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