Harvest Group Wealth Management’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-19
| Closed | -$1K | – | 134 |
|
|
2020
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 434 |
|
|
2020
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 422 |
|
|
2020
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 356 |
|
|
2020
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 357 |
|
|
2019
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 736 |
|
|
2019
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 837 |
|
|
2019
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 676 |
|
|
2019
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 747 |
|