CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s CB Financial Services CBFV Stock Holding History

CAPTRUST Financial Advisors’s Portfolio CBFV Stock Details CBFV Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
2022
Q2 		$57K Hold
2022
Q1 		$59K Hold
2021
Q4 		$60K Hold
2021
Q3 		$58K Hold
2021
Q2 		$55K Sell
2021
Q1 		$55K Buy