TCI Wealth Advisors’s Customers Bancorp CUBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-250
| Closed | -$4.63K | – | 682 |
|
|
2023
Q1 | $4.63K | Sell |
250
-28
| -10% | -$519 | ﹤0.01% | 1583 |
|
|
2022
Q4 | $7.88K | Sell |
278
-90
| -24% | -$2.55K | ﹤0.01% | 1234 |
|
|
2022
Q3 | $11K | Buy |
368
+1
| +0.3% | +$30 | ﹤0.01% | 956 |
|
|
2022
Q2 | $12K | Sell |
367
-97
| -21% | -$3.17K | ﹤0.01% | 889 |
|
|
2022
Q1 | $24K | Hold |
464
| – | – | ﹤0.01% | 611 |
|
|
2021
Q4 | $30K | Buy |
464
+89
| +24% | +$5.75K | ﹤0.01% | 537 |
|
|
2021
Q3 | $16K | Buy |
375
+26
| +7% | +$1.11K | ﹤0.01% | 766 |
|
|
2021
Q2 | $14K | Hold |
349
| – | – | ﹤0.01% | 726 |
|
|
2021
Q1 | $11K | Buy |
349
+72
| +26% | +$2.27K | ﹤0.01% | 783 |
|
|
2020
Q4 | $5K | Hold |
277
| – | – | ﹤0.01% | 836 |
|
|
2020
Q3 | $3K | Buy |
277
+66
| +31% | +$715 | ﹤0.01% | 913 |
|
|
2020
Q2 | $3K | Buy |
+211
| New | +$3K | ﹤0.01% | 870 |
|
|
2020
Q1 | – | Sell |
-108
| Closed | -$3K | – | 1513 |
|
|
2019
Q4 | $3K | Hold |
108
| – | – | ﹤0.01% | 1000 |
|
|
2019
Q3 | $2K | Buy |
+108
| New | +$2K | ﹤0.01% | 1049 |
|