Disciplined Investments’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 |
-10
| Closed | -$469 | – | 333 |
|
|
2023
Q2 | $469 | Buy |
10
+3
| +43% | +$141 | ﹤0.01% | 1249 |
|
|
2023
Q1 | $367 | Hold |
7
| – | – | ﹤0.01% | 1332 |
|
|
2022
Q4 | $441 | Sell |
7
-5
| -42% | -$315 | ﹤0.01% | 1226 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 818 |
|
|
2022
Q2 | $1K | Buy |
12
+2
| +20% | +$167 | ﹤0.01% | 834 |
|
|
2022
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 893 |
|