AssetMark Inc’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227 | Sell |
4
-1,480
| -100% | -$84K | ﹤0.01% | 2861 |
|
|
2025
Q1 | $84.4K | Sell |
1,484
-578
| -28% | -$32.9K | ﹤0.01% | 1324 |
|
|
2024
Q4 | $127K | Buy |
+2,062
| New | +$127K | ﹤0.01% | 1197 |
|
|
2018
Q1 | – | Sell |
-52
| Closed | -$3K | – | 1487 |
|
|
2017
Q4 | $3K | Buy |
52
+36
| +225% | +$2.08K | ﹤0.01% | 1335 |
|
|
2017
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1327 |
|