WAM
Wakefield Asset Management’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,755
| Closed | -$576K | – | 155 |
|
|
2019
Q2 | $576K | Sell |
8,755
-744
| -8% | -$48.9K | 0.23% | 87 |
|
|
2019
Q1 | $568K | Buy |
9,499
+1,967
| +26% | +$118K | 0.21% | 108 |
|
|
2018
Q4 | $439K | Buy |
7,532
+3,335
| +79% | +$194K | 0.19% | 98 |
|
|
2018
Q3 | $256K | Buy |
+4,197
| New | +$256K | 0.1% | 115 |
|