Independent Portfolio Consultants’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,325
| Closed | -$49K | – | 760 |
|
|
2015
Q3 | $49K | Sell |
1,325
-15,175
| -92% | -$561K | 0.01% | 581 |
|
|
2015
Q2 | $623K | Sell |
16,500
-5,960
| -27% | -$225K | 0.12% | 218 |
|
|
2015
Q1 | $795K | Sell |
22,460
-1,035
| -4% | -$36.6K | 0.16% | 176 |
|
|
2014
Q4 | $896K | Buy |
23,495
+20,560
| +701% | +$784K | 0.18% | 168 |
|
|
2014
Q3 | $99K | Buy |
2,935
+1,880
| +178% | +$63.4K | 0.03% | 552 |
|
|
2014
Q2 | $38K | Buy |
+1,055
| New | +$38K | 0.01% | 678 |
|