Berman Capital Advisors’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 1564 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1778 |
|
|
2020
Q4 | – | Sell |
-35
| Closed | -$1K | – | 1684 |
|
|
2020
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 1424 |
|
|
2020
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 1385 |
|
|
2020
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 1106 |
|
|
2019
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 1177 |
|
|
2019
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 1165 |
|
|
2019
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 1066 |
|
|
2018
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 849 |
|