CWA
TBBK icon

CM Wealth Advisors’s The Bancorp TBBK Stock Holding History

CM Wealth Advisors’s Portfolio TBBK Stock Details TBBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-73,749
Closed -$1.97M – 395
2023
Q1 		$1.97M Buy
+73,749
New +$1.97M 0.38% 52