Hennion & Walsh Asset Management’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,566
| Closed | -$214K | – | 809 |
|
|
2023
Q2 | $214K | Sell |
4,566
-87
| -2% | -$4.08K | 0.01% | 738 |
|
|
2023
Q1 | $244K | Sell |
4,653
-94
| -2% | -$4.93K | 0.02% | 695 |
|
|
2022
Q4 | $299K | Sell |
4,747
-77
| -2% | -$4.85K | 0.02% | 630 |
|
|
2022
Q3 | $290K | Sell |
4,824
-152
| -3% | -$9.14K | 0.02% | 627 |
|
|
2022
Q2 | $315K | Buy |
4,976
+436
| +10% | +$27.6K | 0.02% | 618 |
|
|
2022
Q1 | $318K | Buy |
+4,540
| New | +$318K | 0.02% | 637 |
|