DWM
Doyle Wealth Management’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,244
| Closed | -$242K | – | 191 |
|
|
2020
Q2 | $242K | Sell |
4,244
-407
| -9% | -$23.2K | 0.03% | 158 |
|
|
2020
Q1 | $273K | Hold |
4,651
| – | – | 0.04% | 140 |
|
|
2019
Q4 | $330K | Hold |
4,651
| – | – | 0.04% | 151 |
|
|
2019
Q3 | $287K | Hold |
4,651
| – | – | 0.04% | 161 |
|
|
2019
Q2 | $306K | Hold |
4,651
| – | – | 0.04% | 151 |
|
|
2019
Q1 | $308K | Hold |
4,651
| – | – | 0.04% | 150 |
|
|
2018
Q4 | $271K | Hold |
4,651
| – | – | 0.05% | 151 |
|
|
2018
Q3 | $284K | Hold |
4,651
| – | – | 0.04% | 155 |
|
|
2018
Q2 | $275K | Hold |
4,651
| – | – | 0.05% | 152 |
|
|
2018
Q1 | $249K | Hold |
4,651
| – | – | 0.04% | 144 |
|
|
2017
Q4 | $250K | Hold |
4,651
| – | – | 0.04% | 144 |
|
|
2017
Q3 | $257K | Hold |
4,651
| – | – | 0.05% | 129 |
|
|
2017
Q2 | $259K | Sell |
4,651
-582
| -11% | -$32.4K | 0.05% | 120 |
|
|
2017
Q1 | $288K | Buy |
+5,233
| New | +$288K | 0.06% | 110 |
|