Mark Sheptoff Financial Planning’s Capital Bancorp CBNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-300
| Closed | -$7.26K | – | 407 |
|
|
2023
Q4 | $7.26K | Hold |
300
| – | – | ﹤0.01% | 309 |
|
|
2023
Q3 | $5.74K | Hold |
300
| – | – | ﹤0.01% | 297 |
|
|
2023
Q2 | $5.43K | Hold |
300
| – | – | ﹤0.01% | 311 |
|
|
2023
Q1 | $4.99K | Hold |
300
| – | – | ﹤0.01% | 309 |
|
|
2022
Q4 | $7.06K | Hold |
300
| – | – | ﹤0.01% | 290 |
|
|
2022
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 270 |
|
|
2022
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 276 |
|
|
2022
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 325 |
|
|
2021
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 333 |
|
|
2021
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 327 |
|
|
2021
Q2 | $6K | Sell |
300
-500
| -63% | -$10K | ﹤0.01% | 356 |
|
|
2021
Q1 | $15K | Buy |
+800
| New | +$15K | 0.01% | 256 |
|