Current Value of Holding

$407 Thousand

Shares

16.7 Thousand

% of Portfolio

0.00%

Average Buy Price

$25.8

Avg closing price
Price range

14 Jim Simons Choiceone Financial Services Trades

Jim Simons acquired 16.7 Thousand Choiceone Financial Services shares worth $407 Thousand. That's 0.00% of their equity portfolio (2678th largest holding). The first Choiceone Financial Services trade was made in Q3 2020. Since then Jim Simons bought shares seven more times and sold shares on six occasions. The investor's estimated purchase price is $430 Thousand, resulting in a loss of 5.3%.

Avg closing price
Price range
Sold 2.9% shares (-500 shares) Q4 2023
Avg closing price $23.33
Price range $16.24 - $31.77
Increased shares by 1.8% (+300 shares) Q3 2023
Avg closing price $23.30
Price range $19.64 - $25.24
Increased shares by 7.6% (+1.2 Thousand shares) Q2 2023
Avg closing price $23.16
Price range $20.67 - $25.97
Sold 5.4% shares (-900 shares) Q1 2023
Avg closing price $27.70
Price range $25.24 - $28.87
Sold 17.4% shares (-3.5 Thousand shares) Q4 2022
Avg closing price $23.45
Price range $21.50 - $29.00
Sold 29.5% shares (-8.4 Thousand shares) Q3 2022
Avg closing price $21.21
Price range $19.60 - $22.45
Sold 6.6% shares (-2 Thousand shares) Q2 2022
Avg closing price $22.51
Price range $19.57 - $25.46
Increased shares by 4.3% (+1.26 Thousand shares) Q1 2022
Avg closing price $25.78
Price range $24.72 - $27.85
Increased shares by 3.0% (+858 shares) Q4 2021
Avg closing price $25.41
Price range $24.30 - $26.49
Sold 32.7% shares (-13.8 Thousand shares) Q3 2021
Avg closing price $24.55
Price range $23.82 - $25.62
Increased shares by 152.7% (+25.5 Thousand shares) Q2 2021
Avg closing price $24.74
Price range $23.15 - $26.17
Increased shares by 21.9% (+3 Thousand shares) Q1 2021
Avg closing price $27.29
Price range $24.05 - $31.26
Increased shares by 2.2% (+300 shares) Q4 2020
Avg closing price $29.98
Price range $27.69 - $31.71
New holding (+13.4 Thousand shares) Q3 2020
Avg closing price $27.58
Price range $23.00 - $29.80

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