MSI Financial Services’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $108K | Buy |
1,749
+6
| +0.3% | +$370 | ﹤0.01% | 1416 |
|
|
2016
Q3 | $83K | Buy |
1,743
+8
| +0.5% | +$381 | ﹤0.01% | 1522 |
|
|
2016
Q2 | $71K | Buy |
1,735
+735
| +74% | +$30.1K | ﹤0.01% | 1611 |
|
|
2016
Q1 | $38K | Sell |
1,000
-1,918
| -66% | -$72.9K | ﹤0.01% | 1903 |
|
|
2015
Q4 | $117K | Buy |
2,918
+1,918
| +192% | +$76.9K | 0.01% | 1211 |
|
|
2015
Q3 | $37K | Sell |
1,000
-40
| -4% | -$1.48K | ﹤0.01% | 1369 |
|
|
2015
Q2 | $39K | Hold |
1,040
| – | – | ﹤0.01% | 1448 |
|
|
2015
Q1 | $37K | Buy |
1,040
+40
| +4% | +$1.42K | ﹤0.01% | 1463 |
|
|
2014
Q4 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 1197 |
|
|
2014
Q3 | $34K | Hold |
1,000
| – | – | ﹤0.01% | 1248 |
|
|
2014
Q2 | $36K | Hold |
1,000
| – | – | ﹤0.01% | 1238 |
|
|
2014
Q1 | $39K | Hold |
1,000
| – | – | 0.01% | 1146 |
|
|
2013
Q4 | $40K | Sell |
1,000
-1,000
| -50% | -$40K | 0.01% | 1099 |
|
|
2013
Q3 | $68K | Buy |
2,000
+1,000
| +100% | +$34K | 0.01% | 761 |
|
|
2013
Q2 | $31K | Buy |
+1,000
| New | +$31K | 0.01% | 1066 |
|