EverSource Wealth Advisors’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.4K | Buy |
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|
2025
Q1 | $16K | Buy |
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|
2024
Q4 | $13.7K | Buy |
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|
2024
Q3 | $9.29K | Hold |
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|
2024
Q2 | $9.87K | Buy |
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|
2024
Q1 | $5.4K | Buy |
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|
2023
Q4 | $3.02K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $5.95K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $7K | Buy |
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