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 |
|