Cerity Partners OCIO’s YOUR CMNTY BANKSHARES INC COM YCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-11,813
| Closed | -$430K | – | 219 |
|
|
2016
Q2 | $430K | Sell |
11,813
-27
| -0.2% | -$983 | 0.04% | 156 |
|
|
2016
Q1 | $371K | Hold |
11,840
| – | – | 0.04% | 167 |
|
|
2015
Q4 | $373K | Hold |
11,840
| – | – | 0.04% | 161 |
|
|
2015
Q3 | $344K | Hold |
11,840
| – | – | 0.04% | 162 |
|
|
2015
Q2 | $324K | Hold |
11,840
| – | – | 0.04% | 161 |
|
|
2015
Q1 | $326K | Buy |
11,840
+89
| +0.8% | +$2.45K | 0.04% | 157 |
|
|
2014
Q4 | $320K | Hold |
11,751
| – | – | 0.04% | 148 |
|
|
2014
Q3 | $308K | Hold |
11,751
| – | – | 0.04% | 150 |
|
|
2014
Q2 | $307K | Hold |
11,751
| – | – | 0.04% | 139 |
|
|
2014
Q1 | $265K | Hold |
11,751
| – | – | 0.04% | 135 |
|
|
2013
Q4 | $228K | Hold |
11,751
| – | – | 0.04% | 146 |
|
|
2013
Q3 | $217K | Hold |
11,751
| – | – | 0.04% | 138 |
|
|
2013
Q2 | $219K | Buy |
+11,751
| New | +$219K | 0.05% | 126 |
|