Veritable’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,675
| Closed | -$474K | – | 184 |
|
|
2023
Q2 | $474K | Sell |
15,675
-40
| -0.3% | -$1.21K | 0.01% | 559 |
|
|
2023
Q1 | $291K | Buy |
15,715
+90
| +0.6% | +$1.67K | ﹤0.01% | 698 |
|
|
2022
Q4 | $443K | Hold |
15,625
| – | – | 0.01% | 563 |
|
|
2022
Q3 | $461K | Buy |
+15,625
| New | +$461K | 0.01% | 520 |
|