Schubert & Co’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9
| Closed | -$473 | – | 285 |
|
|
2023
Q1 | $473 | Sell |
9
-15
| -63% | -$788 | ﹤0.01% | 1428 |
|
|
2022
Q4 | $1.51K | Sell |
24
-8
| -25% | -$504 | ﹤0.01% | 1016 |
|
|
2022
Q3 | $2K | Buy |
32
+12
| +60% | +$750 | ﹤0.01% | 744 |
|
|
2022
Q2 | $1K | Buy |
20
+12
| +150% | +$600 | ﹤0.01% | 1023 |
|
|
2022
Q1 | $1K | Buy |
8
+1
| +14% | +$125 | ﹤0.01% | 608 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 558 |
|