Baystate Wealth Management’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $151K | Buy |
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|
2023
Q3 | $121K | Sell |
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|
2023
Q2 | $878K | Buy |
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|
2023
Q1 | $974K | Buy |
|
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|
2022
Q4 | $1.16M | Buy |
|
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.34M | Buy |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $949K | Buy |
|