CAPTRUST Financial Advisors’s CB Financial Services CBFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,473
| Closed | -$57K | – | 2370 |
|
|
2022
Q2 | $57K | Hold |
2,473
| – | – | ﹤0.01% | 2638 |
|
|
2022
Q1 | $59K | Hold |
2,473
| – | – | ﹤0.01% | 2671 |
|
|
2021
Q4 | $60K | Hold |
2,473
| – | – | ﹤0.01% | 2536 |
|
|
2021
Q3 | $58K | Hold |
2,473
| – | – | ﹤0.01% | 2476 |
|
|
2021
Q2 | $55K | Sell |
2,473
-11
| -0.4% | -$245 | ﹤0.01% | 2453 |
|
|
2021
Q1 | $55K | Buy |
+2,484
| New | +$55K | ﹤0.01% | 2377 |
|