Martingale Asset Management’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-17,609
| Closed | -$638K | – | 856 |
|
|
2014
Q2 | $638K | Sell |
17,609
-4,200
| -19% | -$152K | 0.02% | 632 |
|
|
2014
Q1 | $851K | Buy |
21,809
+2,650
| +14% | +$103K | 0.03% | 553 |
|
|
2013
Q4 | $761K | Sell |
19,159
-11,500
| -38% | -$457K | 0.03% | 640 |
|
|
2013
Q3 | $1.05M | Buy |
+30,659
| New | +$1.05M | 0.04% | 493 |
|