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Marshall & Sterling Wealth Advisors’s Community Bank CBU Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$179K Hold
3,150
– – 0.12% 85
2025
Q1 		$179K Sell
3,150
-175
-5% -$9.95K 0.12% 86
2024
Q4 		$205K Buy
+3,325
New +$205K 0.14% 82