Carolina Wealth Advisors’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-137
| Closed | -$2.54K | – | 271 |
|
|
2023
Q1 | $2.54K | Sell |
137
-12,189
| -99% | -$226K | ﹤0.01% | 212 |
|
|
2022
Q4 | $349K | Buy |
12,326
+1,506
| +14% | +$42.6K | 0.22% | 57 |
|
|
2022
Q3 | $319K | Buy |
10,820
+1,082
| +11% | +$31.9K | 0.25% | 46 |
|
|
2022
Q2 | $330K | Buy |
9,738
+1,614
| +20% | +$54.7K | 0.22% | 48 |
|
|
2022
Q1 | $424K | Buy |
8,124
+709
| +10% | +$37K | 0.27% | 41 |
|
|
2021
Q4 | $485K | Buy |
7,415
+1,723
| +30% | +$113K | 0.27% | 34 |
|
|
2021
Q3 | $245K | Buy |
5,692
+986
| +21% | +$42.4K | 0.16% | 47 |
|
|
2021
Q2 | $183K | Buy |
4,706
+1,031
| +28% | +$40.1K | 0.12% | 56 |
|
|
2021
Q1 | $117K | Buy |
+3,675
| New | +$117K | 0.09% | 65 |
|