Kestra Advisory Services’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,172
| Closed | -$354K | – | 2039 |
|
|
2021
Q3 | $354K | Sell |
5,172
-478
| -8% | -$32.7K | ﹤0.01% | 1567 |
|
|
2021
Q2 | $427K | Sell |
5,650
-250
| -4% | -$18.9K | ﹤0.01% | 1360 |
|
|
2021
Q1 | $453K | Sell |
5,900
-137
| -2% | -$10.5K | 0.01% | 1245 |
|
|
2020
Q4 | $375K | Buy |
6,037
+5,924
| +5,242% | +$368K | ﹤0.01% | 1352 |
|
|
2020
Q3 | $416K | Buy |
+113
| New | +$416K | 0.01% | 965 |
|