Tarbox Family Office’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 |
-79
| Closed | -$6K | – | 259 |
|
|
2022
Q1 | $6K | Hold |
79
| – | – | ﹤0.01% | 465 |
|
|
2021
Q4 | $6K | Hold |
79
| – | – | ﹤0.01% | 544 |
|
|
2021
Q3 | $5K | Hold |
79
| – | – | ﹤0.01% | 623 |
|
|
2021
Q2 | $6K | Hold |
79
| – | – | ﹤0.01% | 576 |
|
|
2021
Q1 | $6K | Hold |
79
| – | – | ﹤0.01% | 501 |
|
|
2020
Q4 | $5K | Sell |
79
-13
| -14% | -$823 | ﹤0.01% | 510 |
|
|
2020
Q3 | $5K | Hold |
92
| – | – | ﹤0.01% | 473 |
|
|
2020
Q2 | $5K | Sell |
92
-2
| -2% | -$109 | ﹤0.01% | 470 |
|
|
2020
Q1 | $6K | Buy |
94
+75
| +395% | +$4.79K | ﹤0.01% | 387 |
|
|
2019
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 939 |
|
|
2019
Q3 | $1K | Sell |
19
-8
| -30% | -$421 | ﹤0.01% | 878 |
|
|
2019
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 704 |
|