TFO Wealth Partners’s Customers Bancorp CUBI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-14	Closed	-$807	–	833
2023 Q4	$807	Hold	14	–	–	﹤0.01%	237
2023 Q3	$424	Buy	+14	New	+$424	﹤0.01%	506
2023 Q1	–	Sell	-4	Closed	-$309	–	853
2022 Q4	$309	Buy	+4	New	+$309	﹤0.01%	558