John G. Ullman & Associates’s Rhinebeck Bancorp RBKB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $125K | Sell |
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|
2024
Q1 | $137K | Hold |
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|
2023
Q4 | $130K | Sell |
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|
2023
Q3 | $346K | Hold |
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|
2023
Q2 | $344K | Sell |
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|
2023
Q1 | $401K | Sell |
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|
2022
Q4 | $479K | Buy |
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|
2022
Q3 | $468K | Buy |
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|
2022
Q2 | $440K | Buy |
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|
2022
Q1 | $419K | Hold |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $351K | Hold |
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|
2021
Q2 | $353K | Hold |
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|
2021
Q1 | $333K | Hold |
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|
2020
Q4 | $275K | Sell |
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|
2020
Q3 | $204K | Buy |
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|
2020
Q2 | $85K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $196K | Buy |
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|
2019
Q3 | $181K | Buy |
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