Commonwealth Equity Services
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Commonwealth Equity Services’s CB Financial Services CBFV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,146
Closed -$319K 4188
2024
Q4
$319K Sell
11,146
-6,198
-36% -$177K ﹤0.01% 3351
2024
Q3
$485K Buy
17,344
+4
+0% +$112 ﹤0.01% 2916
2024
Q2
$393K Buy
+17,340
New +$393K ﹤0.01% 3052