Bailard’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,500
| Closed | -$261K | – | 740 |
|
|
2024
Q3 | $261K | Hold |
4,500
| – | – | 0.01% | 637 |
|
|
2024
Q2 | $212K | Sell |
4,500
-3,900
| -46% | -$184K | 0.01% | 663 |
|
|
2024
Q1 | $403K | Buy |
8,400
+4,500
| +115% | +$216K | 0.01% | 506 |
|
|
2023
Q4 | $203K | Buy |
+3,900
| New | +$203K | 0.01% | 660 |
|