TCI Wealth Advisors’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-143
| Closed | -$7.51K | – | 534 |
|
|
2023
Q1 | $7.51K | Buy |
143
+140
| +4,667% | +$7.35K | ﹤0.01% | 1253 |
|
|
2022
Q4 | $189 | Sell |
3
-242
| -99% | -$15.2K | ﹤0.01% | 2340 |
|
|
2022
Q3 | $15K | Buy |
245
+122
| +99% | +$7.47K | ﹤0.01% | 791 |
|
|
2022
Q2 | $8K | Buy |
123
+24
| +24% | +$1.56K | ﹤0.01% | 1134 |
|
|
2022
Q1 | $7K | Hold |
99
| – | – | ﹤0.01% | 1302 |
|
|
2021
Q4 | $7K | Buy |
+99
| New | +$7K | ﹤0.01% | 1406 |
|
|
2021
Q3 | – | Sell |
-54
| Closed | -$4K | – | 2377 |
|
|
2021
Q2 | $4K | Buy |
54
+12
| +29% | +$889 | ﹤0.01% | 1522 |
|
|
2021
Q1 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 1479 |
|