Bernardo Wealth Planning’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,699
| Closed | -$210K | – | 157 |
|
|
2020
Q2 | $210K | Hold |
3,699
| – | – | 0.11% | 129 |
|
|
2020
Q1 | $217K | Hold |
3,699
| – | – | 0.15% | 122 |
|
|
2019
Q4 | $262K | Hold |
3,699
| – | – | 0.16% | 135 |
|
|
2019
Q3 | $228K | Hold |
3,699
| – | – | 0.17% | 132 |
|
|
2019
Q2 | $244K | Hold |
3,699
| – | – | 0.19% | 118 |
|
|
2019
Q1 | $221K | Hold |
3,699
| – | – | 0.18% | 127 |
|
|
2018
Q4 | $216K | Buy |
+3,699
| New | +$216K | 0.19% | 118 |
|