Klingman & Associates’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-200
| Closed | -$8K | – | 377 |
|
|
2016
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 310 |
|
|
2015
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 314 |
|
|
2015
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 336 |
|
|
2015
Q2 | $8K | Sell |
200
-248
| -55% | -$9.92K | ﹤0.01% | 323 |
|
|
2015
Q1 | $16K | Hold |
448
| – | – | 0.01% | 248 |
|
|
2014
Q4 | $17K | Buy |
+448
| New | +$17K | 0.01% | 250 |
|