BWM
Baystate Wealth Management’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $151K | Buy |
2,890
+30
| +1% | +$1.56K | 0.01% | 230 |
|
|
2023
Q3 | $121K | Sell |
2,860
-15,866
| -85% | -$670K | 0.01% | 238 |
|
|
2023
Q2 | $878K | Buy |
18,726
+164
| +0.9% | +$7.69K | 0.07% | 93 |
|
|
2023
Q1 | $974K | Buy |
18,562
+129
| +0.7% | +$6.77K | 0.08% | 89 |
|
|
2022
Q4 | $1.16M | Buy |
18,433
+129
| +0.7% | +$8.12K | 0.11% | 83 |
|
|
2022
Q3 | $1.1M | Buy |
18,304
+122
| +0.7% | +$7.33K | 0.11% | 72 |
|
|
2022
Q2 | $1.15M | Buy |
18,182
+114
| +0.6% | +$7.22K | 0.11% | 70 |
|
|
2022
Q1 | $1.27M | Buy |
18,068
+100
| +0.6% | +$7.02K | 0.11% | 66 |
|
|
2021
Q4 | $1.34M | Buy |
17,968
+110
| +0.6% | +$8.19K | 0.12% | 62 |
|
|
2021
Q3 | $1.22M | Buy |
17,858
+101
| +0.6% | +$6.91K | 0.12% | 57 |
|
|
2021
Q2 | $1.34M | Buy |
17,757
+97
| +0.5% | +$7.34K | 0.13% | 57 |
|
|
2021
Q1 | $1.36M | Buy |
17,660
+108
| +0.6% | +$8.29K | 0.14% | 52 |
|
|
2020
Q4 | $1.09M | Buy |
17,552
+126
| +0.7% | +$7.85K | 0.12% | 52 |
|
|
2020
Q3 | $949K | Buy |
+17,426
| New | +$949K | 0.11% | 50 |
|