Patriot Financial Group Insurance Agency’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-192
| Closed | -$12K | – | 632 |
|
|
2022
Q2 | $12K | Sell |
192
-30
| -14% | -$1.88K | ﹤0.01% | 1174 |
|
|
2022
Q1 | $16K | Sell |
222
-25
| -10% | -$1.8K | ﹤0.01% | 1169 |
|
|
2021
Q4 | $18K | Sell |
247
-6
| -2% | -$437 | ﹤0.01% | 1253 |
|
|
2021
Q3 | $17K | Buy |
253
+36
| +17% | +$2.42K | ﹤0.01% | 1282 |
|
|
2021
Q2 | $16K | Hold |
217
| – | – | ﹤0.01% | 1262 |
|
|
2021
Q1 | $17K | Hold |
217
| – | – | ﹤0.01% | 1160 |
|
|
2020
Q4 | $14K | Hold |
217
| – | – | ﹤0.01% | 1097 |
|
|
2020
Q3 | $12K | Hold |
217
| – | – | ﹤0.01% | 966 |
|
|
2020
Q2 | $12K | Sell |
217
-7
| -3% | -$387 | ﹤0.01% | 898 |
|
|
2020
Q1 | $13K | Buy |
+224
| New | +$13K | 0.01% | 774 |
|