CreativeOne Wealth’s Community Bank CBU Stock Holding History

CreativeOne Wealth’s Portfolio CBU Stock Details CBU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$448K	Buy
2023 Q3	–	Sell
2023 Q2	$206K	Sell
2023 Q1	$311K	Sell
2022 Q4	$398K	Sell
2022 Q3	$404K	Sell
2022 Q2	$496K	Sell
2022 Q1	$575K	Sell
2021 Q4	$636K	Buy