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TFO Wealth Partners’s Community Bank CBU Stock Holding History

TFO Wealth Partners’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8
Closed -$417 – 817
2023
Q4 		$417 Hold
8
– – ﹤0.01% 389
2023
Q3 		$375 Buy
+8
New +$375 ﹤0.01% 556