PMA
Prudent Man Advisors’s Customers Bancorp CUBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,077
| Closed | -$213K | – | 170 |
|
|
2022
Q1 | $213K | Sell |
4,077
-474
| -10% | -$24.8K | 0.09% | 171 |
|
|
2021
Q4 | $297K | Sell |
4,551
-3,998
| -47% | -$261K | 0.11% | 135 |
|
|
2021
Q3 | $368K | Sell |
8,549
-44
| -0.5% | -$1.89K | 0.14% | 121 |
|
|
2021
Q2 | $335K | Sell |
8,593
-2,655
| -24% | -$104K | 0.13% | 131 |
|
|
2021
Q1 | $358K | Buy |
+11,248
| New | +$358K | 0.15% | 118 |
|