Wealthspire Advisors (Maryland)’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-14
| Closed | – | – | 819 |
|
|
2019
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 2497 |
|
|
2018
Q4 | $0 | Sell |
14
-18
| -56% | – | ﹤0.01% | 2451 |
|
|
2018
Q3 | $1K | Buy |
32
+29
| +967% | +$906 | ﹤0.01% | 2265 |
|
|
2018
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2455 |
|
|
2018
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2516 |
|
|
2017
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2463 |
|
|
2017
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2292 |
|