Ergoteles’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 |
-19,321
| Closed | -$906K | – | 169 |
|
|
2023
Q2 | $906K | Sell |
19,321
-55,618
| -74% | -$2.61M | 0.04% | 492 |
|
|
2023
Q1 | $3.93M | Buy |
74,939
+63,211
| +539% | +$3.32M | 0.15% | 114 |
|
|
2022
Q4 | $738K | Buy |
+11,728
| New | +$738K | 0.03% | 566 |
|
|
2022
Q3 | – | Sell |
-42,381
| Closed | -$2.68M | – | 1583 |
|
|
2022
Q2 | $2.68M | Buy |
42,381
+11,581
| +38% | +$733K | 0.08% | 250 |
|
|
2022
Q1 | $2.16M | Sell |
30,800
-9,239
| -23% | -$648K | 0.08% | 246 |
|
|
2021
Q4 | $2.98M | Buy |
+40,039
| New | +$2.98M | 0.12% | 182 |
|
|
2021
Q3 | – | Sell |
-3,300
| Closed | -$250K | – | 1251 |
|
|
2021
Q2 | $250K | Sell |
3,300
-22,302
| -87% | -$1.69M | 0.01% | 1164 |
|
|
2021
Q1 | $1.96M | Buy |
+25,602
| New | +$1.96M | 0.06% | 285 |
|