James Investment Research’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,412
| Closed | -$341K | – | 584 |
|
|
2022
Q4 | $341K | Hold |
5,412
| – | – | 0.05% | 211 |
|
|
2022
Q3 | $325K | Hold |
5,412
| – | – | 0.05% | 212 |
|
|
2022
Q2 | $342K | Buy |
5,412
+2,003
| +59% | +$127K | 0.05% | 210 |
|
|
2022
Q1 | $239K | Buy |
3,409
+9
| +0.3% | +$631 | 0.03% | 264 |
|
|
2021
Q4 | $253K | Hold |
3,400
| – | – | 0.02% | 261 |
|
|
2021
Q3 | $233K | Buy |
+3,400
| New | +$233K | 0.02% | 262 |
|