United Capital Financial Advisors’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,014
| Closed | -$312K | – | 1180 |
|
|
2020
Q4 | $312K | Sell |
5,014
-1,502
| -23% | -$93.5K | ﹤0.01% | 976 |
|
|
2020
Q3 | $355K | Sell |
6,516
-2,498
| -28% | -$136K | ﹤0.01% | 907 |
|
|
2020
Q2 | $514K | Sell |
9,014
-594
| -6% | -$33.9K | ﹤0.01% | 852 |
|
|
2020
Q1 | $565K | Sell |
9,608
-935
| -9% | -$55K | ﹤0.01% | 769 |
|
|
2019
Q4 | $749K | Hold |
10,543
| – | – | ﹤0.01% | 874 |
|
|
2019
Q3 | $650K | Buy |
+10,543
| New | +$650K | ﹤0.01% | 860 |
|