Rational Advisors’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,175
| Closed | -$172K | – | 276 |
|
|
2016
Q2 | $172K | Sell |
4,175
-17,000
| -80% | -$700K | 0.12% | 117 |
|
|
2016
Q1 | $810K | Buy |
+21,175
| New | +$810K | 0.53% | 45 |
|
|
2013
Q4 | $1.28M | Sell |
32,130
-63,500
| -66% | -$2.52M | 0.11% | 260 |
|
|
2013
Q3 | $3.26M | Sell |
95,630
-52,600
| -35% | -$1.79M | 0.25% | 119 |
|
|
2013
Q2 | $4.57M | Buy |
+148,230
| New | +$4.57M | 0.38% | 72 |
|