Glassman Wealth Services’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-204
| Closed | -$11.8K | – | 598 |
|
|
2023
Q4 | $11.8K | Sell |
204
-2
| -1% | -$115 | ﹤0.01% | 833 |
|
|
2023
Q3 | $7.1K | Buy |
206
+141
| +217% | +$4.86K | ﹤0.01% | 959 |
|
|
2023
Q2 | $1.97K | Buy |
+65
| New | +$1.97K | ﹤0.01% | 1253 |
|
|
2022
Q2 | – | Sell |
-6
| Closed | – | – | 1731 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1687 |
|
|
2021
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1681 |
|
|
2021
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1626 |
|