ARS Wealth Advisors’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-7,760
| Closed | -$479K | – | 113 |
|
|
2016
Q4 | $479K | Hold |
7,760
| – | – | 0.21% | 54 |
|
|
2016
Q3 | $373K | Buy |
7,760
+30
| +0.4% | +$1.44K | 0.16% | 63 |
|
|
2016
Q2 | $318K | Hold |
7,730
| – | – | 0.14% | 62 |
|
|
2016
Q1 | $295K | Hold |
7,730
| – | – | 0.14% | 59 |
|
|
2015
Q4 | $309K | Hold |
7,730
| – | – | 0.16% | 55 |
|
|
2015
Q3 | $287K | Hold |
7,730
| – | – | 0.15% | 57 |
|
|
2015
Q2 | $292K | Hold |
7,730
| – | – | 0.13% | 53 |
|
|
2015
Q1 | $274K | Hold |
7,730
| – | – | 0.12% | 58 |
|
|
2014
Q4 | $295K | Hold |
7,730
| – | – | 0.13% | 55 |
|
|
2014
Q3 | $260K | Hold |
7,730
| – | – | 0.12% | 55 |
|
|
2014
Q2 | $280K | Hold |
7,730
| – | – | 0.14% | 51 |
|
|
2014
Q1 | $302K | Hold |
7,730
| – | – | 0.18% | 40 |
|
|
2013
Q4 | $307K | Buy |
+7,730
| New | +$307K | 0.19% | 45 |
|