Creative Planning’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
2020
Q3
Sell
-49,497
Closed -$685K 2033
2020
Q2
$685K Hold
49,497
﹤0.01% 885
2020
Q1
$797K Sell
49,497
-4,442
-8% -$71.5K ﹤0.01% 731
2019
Q4
$1.24M Sell
53,939
-526
-1% -$12.1K ﹤0.01% 689
2019
Q3
$1.21M Hold
54,465
﹤0.01% 674
2019
Q2
$1.19M Hold
54,465
﹤0.01% 688
2019
Q1
$1.11M Sell
54,465
-3,223
-6% -$65.5K ﹤0.01% 687
2018
Q4
$1.17M Sell
57,688
-3,937
-6% -$79.6K ﹤0.01% 609
2018
Q3
$1.75M Buy
+61,625
New +$1.75M 0.01% 520