IMA Advisory Services’s Community Bank CBU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-5
Closed -$263 293
2023
Q1
$263 Hold
5
﹤0.01% 298
2022
Q4
$315 Hold
5
﹤0.01% 320
2022
Q3
$0 Buy
+5
New +$329 ﹤0.01% 336

Other funds holding CBU

IMA Advisory Services's CBU Position: Q2 2023 in Review

IMA Advisory Services sold out of Community Bank (CBU) in Q2 2023, closing a stake of 5 shares — an estimated $263 sold.

IMA Advisory Services first reported a position in CBU in Q3 2022 and held it in 3 quarters. The position peaked at $315 in Q4 2022. 222 funds tracked by Wall St. Rank hold CBU as of Q2 2023.

  • IMA Advisory Services reported no remaining Community Bank position as of Q2 2023 after selling out during the quarter.
  • IMA Advisory Services sold 5 Community Bank shares in Q2 2023, an estimated $263.
  • IMA Advisory Services first reported a position in Community Bank in Q3 2022 and held it in 3 quarters.
  • IMA Advisory Services's Community Bank position peaked at $315 in Q4 2022.
  • 222 funds tracked by Wall St. Rank held Community Bank as of Q2 2023.

Based on IMA Advisory Services's 13F filing for Q2 2023, filed 15 Aug 2023.