Sowell Financial Services’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,153
| Closed | -$76K | – | 993 |
|
|
2021
Q1 | $76K | Sell |
2,153
-679
| -24% | -$24K | ﹤0.01% | 1490 |
|
|
2020
Q4 | $51K | Hold |
2,832
| – | – | ﹤0.01% | 1389 |
|
|
2020
Q3 | $32K | Sell |
2,832
-1,954
| -41% | -$22.1K | ﹤0.01% | 1360 |
|
|
2020
Q2 | $58K | Hold |
4,786
| – | – | ﹤0.01% | 1124 |
|
|
2020
Q1 | $52K | Buy |
+4,786
| New | +$52K | ﹤0.01% | 1044 |
|