Johnson & White Wealth Management’s Codorus Valley Bancorp Inc CVLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,892
| Closed | -$225K | – | 92 |
|
|
2024
Q1 | $225K | Buy |
9,892
+236
| +2% | +$5.37K | 0.16% | 79 |
|
|
2023
Q4 | $248K | Buy |
+9,656
| New | +$248K | 0.21% | 72 |
|
|
2023
Q2 | – | Sell |
-9,655
| Closed | -$200K | – | 76 |
|
|
2023
Q1 | $200K | Buy |
9,655
+8,547
| +771% | +$177K | 0.18% | 76 |
|
|
2022
Q4 | $295K | Sell |
1,108
-10,004
| -90% | -$2.66M | 0.3% | 64 |
|
|
2022
Q3 | $209K | Buy |
+11,112
| New | +$209K | 0.24% | 73 |
|