CIBC Private Wealth Group’s Wellesley Bancorp, Inc. WEBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-18,640
| Closed | -$514K | – | 864 |
|
|
2020
Q1 | $514K | Buy |
18,640
+11,262
| +153% | +$311K | ﹤0.01% | 625 |
|
|
2019
Q4 | $334K | Sell |
7,378
-266
| -3% | -$12K | ﹤0.01% | 778 |
|
|
2019
Q3 | $239K | Buy |
+7,644
| New | +$239K | ﹤0.01% | 829 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$32K | – | 1898 |
|
|
2018
Q2 | $32K | Buy |
+1,000
| New | +$32K | ﹤0.01% | 1290 |
|