EverSource Wealth Advisors’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.4K | Buy |
781
+499
| +177% | +$28.4K | ﹤0.01% | 1693 |
|
|
2025
Q1 | $16K | Buy |
282
+60
| +27% | +$3.41K | ﹤0.01% | 1819 |
|
|
2024
Q4 | $13.7K | Buy |
222
+62
| +39% | +$3.82K | ﹤0.01% | 1841 |
|
|
2024
Q3 | $9.29K | Hold |
160
| – | – | ﹤0.01% | 1909 |
|
|
2024
Q2 | $9.87K | Buy |
160
+35
| +28% | +$2.16K | ﹤0.01% | 1860 |
|
|
2024
Q1 | $5.4K | Buy |
125
+67
| +116% | +$2.9K | ﹤0.01% | 2014 |
|
|
2023
Q4 | $3.02K | Buy |
+58
| New | +$3.02K | ﹤0.01% | 2049 |
|
|
2023
Q3 | – | Sell |
-127
| Closed | -$5.95K | – | 2533 |
|
|
2023
Q2 | $5.95K | Buy |
+127
| New | +$5.95K | ﹤0.01% | 1655 |
|
|
2022
Q4 | – | Sell |
-44
| Closed | -$3K | – | 2323 |
|
|
2022
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 1511 |
|
|
2022
Q2 | $3K | Sell |
44
-49
| -53% | -$3.34K | ﹤0.01% | 1384 |
|
|
2022
Q1 | $6K | Hold |
93
| – | – | ﹤0.01% | 1170 |
|
|
2021
Q4 | $7K | Buy |
+93
| New | +$7K | ﹤0.01% | 1091 |
|