Bell Investment Advisors’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9
| Closed | -$422 | – | 1936 |
|
|
2023
Q2 | $422 | Hold |
9
| – | – | ﹤0.01% | 1883 |
|
|
2023
Q1 | $473 | Buy |
9
+1
| +13% | +$53 | ﹤0.01% | 1855 |
|
|
2022
Q4 | $504 | Hold |
8
| – | – | ﹤0.01% | 1834 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1741 |
|
|
2022
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1358 |
|