Aperio Group’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $889K | Sell |
14,265
-455
| -3% | -$28.4K | ﹤0.01% | 1661 |
|
|
2020
Q3 | $802K | Sell |
14,720
-2,037
| -12% | -$111K | ﹤0.01% | 1557 |
|
|
2020
Q2 | $955K | Sell |
16,757
-2,643
| -14% | -$151K | ﹤0.01% | 1434 |
|
|
2020
Q1 | $1.14M | Sell |
19,400
-2,126
| -10% | -$125K | 0.01% | 1252 |
|
|
2019
Q4 | $1.53M | Sell |
21,526
-1,110
| -5% | -$78.7K | 0.01% | 1220 |
|
|
2019
Q3 | $1.4M | Sell |
22,636
-835
| -4% | -$51.5K | 0.01% | 1223 |
|
|
2019
Q2 | $1.55M | Buy |
23,471
+875
| +4% | +$57.6K | 0.01% | 1190 |
|
|
2019
Q1 | $1.35M | Sell |
22,596
-1,285
| -5% | -$76.8K | 0.01% | 1211 |
|
|
2018
Q4 | $1.39M | Buy |
23,881
+1,902
| +9% | +$111K | 0.01% | 1138 |
|
|
2018
Q3 | $1.34M | Buy |
21,979
+1,213
| +6% | +$74.1K | 0.01% | 1246 |
|
|
2018
Q2 | $1.23M | Buy |
20,766
+3,773
| +22% | +$223K | 0.01% | 1257 |
|
|
2018
Q1 | $910K | Buy |
16,993
+2,823
| +20% | +$151K | ﹤0.01% | 1380 |
|
|
2017
Q4 | $762K | Buy |
14,170
+158
| +1% | +$8.5K | ﹤0.01% | 1479 |
|
|
2017
Q3 | $774K | Buy |
14,012
+1,957
| +16% | +$108K | ﹤0.01% | 1422 |
|
|
2017
Q2 | $672K | Buy |
12,055
+2,887
| +31% | +$161K | ﹤0.01% | 1467 |
|
|
2017
Q1 | $504K | Buy |
9,168
+555
| +6% | +$30.5K | ﹤0.01% | 1539 |
|
|
2016
Q4 | $532K | Buy |
8,613
+2,796
| +48% | +$173K | ﹤0.01% | 1469 |
|
|
2016
Q3 | $280K | Buy |
5,817
+285
| +5% | +$13.7K | ﹤0.01% | 1747 |
|
|
2016
Q2 | $227K | Sell |
5,532
-242
| -4% | -$9.93K | ﹤0.01% | 1798 |
|
|
2016
Q1 | $221K | Buy |
+5,774
| New | +$221K | ﹤0.01% | 1824 |
|