Sterling Financial Planning’s Community Bank CBU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,668	Closed	-$114K	–	151
2021 Q3	$114K	Hold	1,668	–	–	0.07%	120
2021 Q2	$126K	Buy	+1,668	New	+$126K	0.08%	107