AE Wealth Management’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,736
| Closed | -$857K | – | 1321 |
|
|
2023
Q4 | $857K | Sell |
15,736
-2,054
| -12% | -$112K | ﹤0.01% | 1211 |
|
|
2023
Q3 | $613K | Sell |
17,790
-6,487
| -27% | -$223K | ﹤0.01% | 1282 |
|
|
2023
Q2 | $735K | Buy |
+24,277
| New | +$735K | ﹤0.01% | 1207 |
|
|
2023
Q1 | – | Sell |
-25,588
| Closed | -$725K | – | 1894 |
|
|
2022
Q4 | $725K | Buy |
25,588
+2,361
| +10% | +$66.9K | 0.01% | 1124 |
|
|
2022
Q3 | $685K | Buy |
+23,227
| New | +$685K | 0.01% | 1090 |
|