Glassman Wealth Services’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30
| Closed | -$1.56K | – | 484 |
|
|
2023
Q4 | $1.56K | Sell |
30
-47
| -61% | -$2.45K | ﹤0.01% | 1416 |
|
|
2023
Q3 | $3.25K | Buy |
77
+47
| +157% | +$1.98K | ﹤0.01% | 1193 |
|
|
2023
Q2 | $1.41K | Buy |
30
+13
| +76% | +$609 | ﹤0.01% | 1350 |
|
|
2023
Q1 | $892 | Buy |
+17
| New | +$892 | ﹤0.01% | 1470 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | – | – | 1080 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1107 |
|