Destination Wealth Management’s Community Bank CBU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,224	Closed	-$81K	–	195
2019 Q2	$81K	Sell	1,224 -539	-31%	-$35.7K	﹤0.01%	212
2019 Q1	$105K	Sell	1,763 -237	-12%	-$14.1K	0.01%	187
2018 Q4	$117K	Hold	2,000	–	–	0.01%	167
2018 Q3	$122K	Buy	+2,000	New	+$122K	0.01%	188