Partnervest Advisory Services’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-13,022
| Closed | -$759K | – | 236 |
|
|
2018
Q4 | $759K | Hold |
13,022
| – | – | 0.37% | 61 |
|
|
2018
Q3 | $795K | Hold |
13,022
| – | – | 0.32% | 69 |
|
|
2018
Q2 | $769K | Buy |
+13,022
| New | +$769K | 0.36% | 60 |
|
|
2014
Q1 | – | Sell |
-50
| Closed | -$2K | – | 1027 |
|
|
2013
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 914 |
|
|
2013
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 930 |
|
|
2013
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 864 |
|