Aperio Group’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $889K | Sell |
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|
2020
Q3 | $802K | Sell |
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|
2020
Q2 | $955K | Sell |
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|
2020
Q1 | $1.14M | Sell |
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|
2019
Q4 | $1.53M | Sell |
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|
2019
Q3 | $1.4M | Sell |
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|
2019
Q2 | $1.54M | Buy |
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|
2019
Q1 | $1.35M | Sell |
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|
2018
Q4 | $1.39M | Buy |
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|
2018
Q3 | $1.34M | Buy |
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|
2018
Q2 | $1.23M | Buy |
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|
2018
Q1 | $910K | Buy |
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|
2017
Q4 | $762K | Buy |
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|
2017
Q3 | $774K | Buy |
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|
2017
Q2 | $672K | Buy |
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|
2017
Q1 | $504K | Buy |
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|
2016
Q4 | $532K | Buy |
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|
2016
Q3 | $280K | Buy |
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|
2016
Q2 | $227K | Sell |
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|
2016
Q1 | $221K | Buy |
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