Prestige Wealth Management Group’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-16
| Closed | -$1K | – | 947 |
|
|
2020
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 745 |
|
|
2020
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 745 |
|
|
2020
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 722 |
|
|
2019
Q1 | – | Sell |
-16
| Closed | -$1K | – | 595 |
|
|
2018
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 968 |
|