Impact Partnership Wealth’s Customers Bancorp CUBI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-901	Closed	-$47.8K	–	313
2024 Q1	$47.8K	Sell	901 -302	-25%	-$16K	0.02%	330
2023 Q4	$69.3K	Sell	1,203 -2,216	-65%	-$128K	0.03%	290
2023 Q3	$118K	Buy	3,419 +261	+8%	+$8.99K	0.04%	289
2023 Q2	$95.6K	Buy	+3,158	New	+$95.6K	0.03%	190