Mascoma Wealth Management’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-65
| Closed | -$4K | – | 119 |
|
|
2019
Q2 | $4K | Hold |
65
| – | – | ﹤0.01% | 303 |
|
|
2019
Q1 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 307 |
|
|
2017
Q4 | – | Sell |
-140
| Closed | -$8K | – | 377 |
|
|
2017
Q3 | $8K | Hold |
140
| – | – | 0.01% | 290 |
|
|
2017
Q2 | $8K | Hold |
140
| – | – | 0.01% | 296 |
|
|
2017
Q1 | $8K | Hold |
140
| – | – | 0.01% | 275 |
|
|
2016
Q4 | $9K | Buy |
+140
| New | +$9K | 0.01% | 270 |
|