Spire Wealth Management’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-828
| Closed | -$58K | – | 2674 |
|
|
2022
Q1 | $58K | Hold |
828
| – | – | ﹤0.01% | 1390 |
|
|
2021
Q4 | $62K | Hold |
828
| – | – | ﹤0.01% | 1612 |
|
|
2021
Q3 | $57K | Hold |
828
| – | – | ﹤0.01% | 1415 |
|
|
2021
Q2 | $63K | Hold |
828
| – | – | ﹤0.01% | 1383 |
|
|
2021
Q1 | $64K | Buy |
+828
| New | +$64K | ﹤0.01% | 1598 |
|