Haverford Trust Company’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,279
| Closed | -$264K | – | 305 |
|
|
2019
Q3 | $264K | Hold |
4,279
| – | – | ﹤0.01% | 264 |
|
|
2019
Q2 | $282K | Hold |
4,279
| – | – | 0.01% | 254 |
|
|
2019
Q1 | $256K | Hold |
4,279
| – | – | ﹤0.01% | 258 |
|
|
2018
Q4 | $249K | Hold |
4,279
| – | – | 0.01% | 253 |
|
|
2018
Q3 | $261K | Hold |
4,279
| – | – | ﹤0.01% | 257 |
|
|
2018
Q2 | $253K | Hold |
4,279
| – | – | 0.01% | 256 |
|
|
2018
Q1 | $229K | Hold |
4,279
| – | – | ﹤0.01% | 272 |
|
|
2017
Q4 | $230K | Hold |
4,279
| – | – | ﹤0.01% | 265 |
|
|
2017
Q3 | $236K | Hold |
4,279
| – | – | ﹤0.01% | 244 |
|
|
2017
Q2 | $239K | Buy |
+4,279
| New | +$239K | 0.01% | 239 |
|