Capital Advisors Ltd’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-147
| Closed | -$7K | – | 1403 |
|
|
2024
Q1 | $7K | Buy |
147
+44
| +43% | +$2.1K | ﹤0.01% | 784 |
|
|
2023
Q4 | $5K | Buy |
+103
| New | +$5K | ﹤0.01% | 821 |
|
|
2022
Q4 | – | Sell |
-5
| Closed | – | – | 1253 |
|
|
2022
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1263 |
|
|
2022
Q1 | – | Sell |
-2
| Closed | – | – | 929 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 823 |
|