Geneos Wealth Management’s Codorus Valley Bancorp Inc CVLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-453
| Closed | -$10K | – | 2665 |
|
|
2022
Q2 | $10K | Hold |
453
| – | – | ﹤0.01% | 1965 |
|
|
2022
Q1 | $9K | Hold |
453
| – | – | ﹤0.01% | 2143 |
|
|
2021
Q4 | $9K | Hold |
453
| – | – | ﹤0.01% | 2242 |
|
|
2021
Q3 | $10K | Hold |
453
| – | – | ﹤0.01% | 2242 |
|
|
2021
Q2 | $9K | Hold |
453
| – | – | ﹤0.01% | 2252 |
|
|
2021
Q1 | $8K | Hold |
453
| – | – | ﹤0.01% | 2507 |
|
|
2020
Q4 | $8K | Hold |
453
| – | – | ﹤0.01% | 2333 |
|
|
2020
Q3 | $5K | Buy |
+453
| New | +$5K | ﹤0.01% | 2211 |
|
|
2017
Q4 | – | Sell |
-353
| Closed | -$9K | – | 2227 |
|
|
2017
Q3 | $9K | Sell |
353
-13,754
| -97% | -$351K | ﹤0.01% | 1619 |
|
|
2017
Q2 | $346K | Buy |
14,107
+2
| +0% | +$49 | 0.04% | 368 |
|
|
2017
Q1 | $315K | Sell |
14,105
-114
| -0.8% | -$2.55K | 0.03% | 379 |
|
|
2016
Q4 | $351K | Buy |
14,219
+1
| +0% | +$25 | 0.05% | 329 |
|
|
2016
Q3 | $255K | Buy |
14,218
+3
| +0% | +$54 | 0.03% | 395 |
|
|
2016
Q2 | $238K | Buy |
14,215
+2
| +0% | +$33 | 0.03% | 405 |
|
|
2016
Q1 | $236K | Buy |
+14,213
| New | +$236K | 0.04% | 397 |
|