Envestnet Asset Management’s CU Bancorp CUNB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,868
| Closed | -$42K | – | 3138 |
|
|
2016
Q2 | $42K | Sell |
1,868
-90
| -5% | -$2.02K | ﹤0.01% | 2806 |
|
|
2016
Q1 | $41K | Hold |
1,958
| – | – | ﹤0.01% | 2792 |
|
|
2015
Q4 | $50K | Sell |
1,958
-63
| -3% | -$1.61K | ﹤0.01% | 2678 |
|
|
2015
Q3 | $45K | Buy |
+2,021
| New | +$45K | ﹤0.01% | 2697 |
|