Charles Schwab’s Codorus Valley Bancorp Inc CVLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-29,248
| Closed | -$703K | – | 3656 |
|
|
2024
Q2 | $703K | Buy |
29,248
+4,232
| +17% | +$102K | ﹤0.01% | 3055 |
|
|
2024
Q1 | $569K | Sell |
25,016
-1,304
| -5% | -$29.7K | ﹤0.01% | 2971 |
|
|
2023
Q4 | $676K | Hold |
26,320
| – | – | ﹤0.01% | 2961 |
|
|
2023
Q3 | $491K | Buy |
26,320
+19
| +0.1% | +$354 | ﹤0.01% | 3043 |
|
|
2023
Q2 | $516K | Buy |
+26,301
| New | +$516K | ﹤0.01% | 3040 |
|
|
2021
Q2 | – | Sell |
-22,830
| Closed | -$421K | – | 3560 |
|
|
2021
Q1 | $421K | Hold |
22,830
| – | – | ﹤0.01% | 3135 |
|
|
2020
Q4 | $388K | Hold |
22,830
| – | – | ﹤0.01% | 3073 |
|
|
2020
Q3 | $300K | Hold |
22,830
| – | – | ﹤0.01% | 3024 |
|
|
2020
Q2 | $316K | Hold |
22,830
| – | – | ﹤0.01% | 3022 |
|
|
2020
Q1 | $368K | Hold |
22,830
| – | – | ﹤0.01% | 2815 |
|
|
2019
Q4 | $526K | Sell |
22,830
-1
| -0% | -$23 | ﹤0.01% | 2802 |
|
|
2019
Q3 | $506K | Hold |
22,831
| – | – | ﹤0.01% | 2797 |
|
|
2019
Q2 | $501K | Buy |
22,831
+1,187
| +5% | +$26K | ﹤0.01% | 2810 |
|
|
2019
Q1 | $441K | Hold |
21,644
| – | – | ﹤0.01% | 2803 |
|
|
2018
Q4 | $439K | Hold |
21,644
| – | – | ﹤0.01% | 2814 |
|
|
2018
Q3 | $614K | Hold |
21,644
| – | – | ﹤0.01% | 2771 |
|
|
2018
Q2 | $603K | Buy |
21,644
+7,128
| +49% | +$199K | ﹤0.01% | 2748 |
|
|
2018
Q1 | $371K | Hold |
14,516
| – | – | ﹤0.01% | 2810 |
|
|
2017
Q4 | $363K | Buy |
14,516
+1,875
| +15% | +$46.9K | ﹤0.01% | 2815 |
|
|
2017
Q3 | $336K | Hold |
12,641
| – | – | ﹤0.01% | 2836 |
|
|
2017
Q2 | $311K | Hold |
12,641
| – | – | ﹤0.01% | 2847 |
|
|
2017
Q1 | $283K | Hold |
12,641
| – | – | ﹤0.01% | 2837 |
|
|
2016
Q4 | $313K | Hold |
12,641
| – | – | ﹤0.01% | 2832 |
|
|
2016
Q3 | $228K | Hold |
12,641
| – | – | ﹤0.01% | 2881 |
|
|
2016
Q2 | $212K | Buy |
+12,641
| New | +$212K | ﹤0.01% | 2916 |
|