EWA
CUNB
EP Wealth Advisors’s CU Bancorp CUNB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-5,906
| Closed | -$229K | – | 206 |
|
|
2017
Q3 | $229K | Sell |
5,906
-4,000
| -40% | -$155K | 0.03% | 159 |
|
|
2017
Q2 | $358K | Hold |
9,906
| – | – | 0.04% | 122 |
|
|
2017
Q1 | $393K | Buy |
+9,906
| New | +$393K | 0.05% | 98 |
|
|
2016
Q4 | – | Sell |
-9,706
| Closed | -$221K | – | 157 |
|
|
2016
Q3 | $221K | Hold |
9,706
| – | – | 0.03% | 127 |
|
|
2016
Q2 | $221K | Hold |
9,706
| – | – | 0.04% | 119 |
|
|
2016
Q1 | $205K | Hold |
9,706
| – | – | 0.03% | 130 |
|
|
2015
Q4 | $246K | Buy |
+9,706
| New | +$246K | 0.04% | 125 |
|
|
2013
Q3 | – | Sell |
-12,106
| Closed | -$191K | – | 108 |
|
|
2013
Q2 | $191K | Buy |
+12,106
| New | +$191K | 0.07% | 76 |
|