TD Private Client Wealth’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-364
| Closed | -$34.1K | – | 1224 |
|
|
2024
Q1 | $34.1K | Hold |
364
| – | – | ﹤0.01% | 879 |
|
|
2023
Q4 | $37.1K | Buy |
+364
| New | +$37.1K | ﹤0.01% | 857 |
|
|
2021
Q4 | – | Sell |
-14
| Closed | -$958 | – | 1182 |
|
|
2021
Q3 | $958 | Hold |
14
| – | – | ﹤0.01% | 1112 |
|
|
2021
Q2 | $1.06K | Hold |
14
| – | – | ﹤0.01% | 1103 |
|
|
2021
Q1 | $1.07K | Hold |
14
| – | – | ﹤0.01% | 1062 |
|
|
2020
Q4 | $872 | Hold |
14
| – | – | ﹤0.01% | 1028 |
|
|
2020
Q3 | $762 | Buy |
+14
| New | +$762 | ﹤0.01% | 987 |
|