CreativeOne Wealth’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,398
| Closed | -$206K | – | 616 |
|
|
2023
Q2 | $206K | Sell |
4,398
-1,530
| -26% | -$71.7K | 0.01% | 782 |
|
|
2023
Q1 | $311K | Sell |
5,928
-392
| -6% | -$20.6K | 0.02% | 625 |
|
|
2022
Q4 | $398K | Sell |
6,320
-410
| -6% | -$25.8K | 0.02% | 495 |
|
|
2022
Q3 | $404K | Sell |
6,730
-1,116
| -14% | -$67K | 0.02% | 457 |
|
|
2022
Q2 | $496K | Sell |
7,846
-346
| -4% | -$21.9K | 0.03% | 420 |
|
|
2022
Q1 | $575K | Sell |
8,192
-345
| -4% | -$24.2K | 0.03% | 393 |
|
|
2021
Q4 | $636K | Buy |
+8,537
| New | +$636K | 0.03% | 390 |
|