AllSquare 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
2022 Q2	–	Sell	-37	Closed	-$3K	–	506
2022 Q1	$3K	Hold	37	–	–	﹤0.01%	444
2021 Q4	$3K	Hold	37	–	–	﹤0.01%	446
2021 Q3	$3K	Hold	37	–	–	﹤0.01%	431
2021 Q2	$3K	Hold	37	–	–	﹤0.01%	448
2021 Q1	$3K	Hold	37	–	–	﹤0.01%	436
2020 Q4	$2K	Hold	37	–	–	﹤0.01%	422
2020 Q3	$2K	Hold	37	–	–	﹤0.01%	418
2020 Q2	$2K	Hold	37	–	–	﹤0.01%	420
2020 Q1	$2K	Hold	37	–	–	﹤0.01%	397
2019 Q4	$3K	Hold	37	–	–	﹤0.01%	395
2019 Q3	$2K	Hold	37	–	–	﹤0.01%	410
2019 Q2	$2K	Hold	37	–	–	﹤0.01%	421
2019 Q1	$2K	Hold	37	–	–	﹤0.01%	425
2018 Q4	$2K	Hold	37	–	–	﹤0.01%	416
2018 Q3	$2K	Hold	37	–	–	﹤0.01%	436
2018 Q2	$2K	Hold	37	–	–	﹤0.01%	443
2018 Q1	$2K	Hold	37	–	–	﹤0.01%	360
2017 Q4	$2K	Hold	37	–	–	﹤0.01%	351
2017 Q3	$2K	Buy	+37	New	+$2K	﹤0.01%	334
2017 Q2	–	Sell	-37	Closed	-$2K	–	193
2017 Q1	$2K	Hold	37	–	–	﹤0.01%	327
2016 Q4	$2K	Hold	37	–	–	﹤0.01%	304
2016 Q3	$2K	Hold	37	–	–	﹤0.01%	286
2016 Q2	$2K	Hold	37	–	–	﹤0.01%	270
2016 Q1	$1K	Hold	37	–	–	﹤0.01%	292
2015 Q4	$1K	Buy	+37	New	+$1K	﹤0.01%	291