Wealthspire Advisors (Maryland)’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-136
| Closed | -$8K | – | 717 |
|
|
2019
Q1 | $8K | Hold |
136
| – | – | ﹤0.01% | 1610 |
|
|
2018
Q4 | $8K | Buy |
136
+35
| +35% | +$2.06K | ﹤0.01% | 1536 |
|
|
2018
Q3 | $6K | Buy |
101
+23
| +29% | +$1.37K | ﹤0.01% | 1715 |
|
|
2018
Q2 | $5K | Hold |
78
| – | – | ﹤0.01% | 1771 |
|
|
2018
Q1 | $4K | Hold |
78
| – | – | ﹤0.01% | 1888 |
|
|
2017
Q4 | $4K | Buy |
78
+58
| +290% | +$2.97K | ﹤0.01% | 1889 |
|
|
2017
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 2071 |
|
|
2017
Q1 | – | Sell |
-205
| Closed | -$13K | – | 1928 |
|
|
2016
Q4 | $13K | Sell |
205
-190
| -48% | -$12K | ﹤0.01% | 1134 |
|
|
2016
Q3 | $19K | Hold |
395
| – | – | ﹤0.01% | 1064 |
|
|
2016
Q2 | $16K | Hold |
395
| – | – | ﹤0.01% | 1064 |
|
|
2016
Q1 | $15K | Buy |
395
+50
| +14% | +$1.9K | ﹤0.01% | 1057 |
|
|
2015
Q4 | $14K | Buy |
+345
| New | +$14K | ﹤0.01% | 1085 |
|