AE Wealth Management’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
3,991
+42
| +1% | +$2.39K | ﹤0.01% | 1244 |
|
|
2025
Q1 | $225K | Sell |
3,949
-609
| -13% | -$34.6K | ﹤0.01% | 1225 |
|
|
2024
Q4 | $281K | Buy |
+4,558
| New | +$281K | ﹤0.01% | 1128 |
|
|
2024
Q2 | – | Sell |
-4,389
| Closed | -$211K | – | 1240 |
|
|
2024
Q1 | $211K | Buy |
+4,389
| New | +$211K | ﹤0.01% | 1078 |
|