WFG Advisors’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-800
| Closed | -$25K | – | 1561 |
|
|
2017
Q1 | $25K | Sell |
800
-300
| -27% | -$9.38K | 0.01% | 831 |
|
|
2016
Q4 | $39K | Sell |
1,100
-220
| -17% | -$7.8K | 0.01% | 766 |
|
|
2016
Q3 | $33K | Hold |
1,320
| – | – | 0.01% | 807 |
|
|
2016
Q2 | $33K | Hold |
1,320
| – | – | 0.01% | 804 |
|
|
2016
Q1 | $31K | Hold |
1,320
| – | – | 0.01% | 783 |
|
|
2015
Q4 | $36K | Hold |
1,320
| – | – | 0.01% | 747 |
|
|
2015
Q3 | $34K | Hold |
1,320
| – | – | 0.01% | 753 |
|
|
2015
Q2 | $35K | Hold |
1,320
| – | – | 0.01% | 819 |
|
|
2015
Q1 | $32K | Sell |
1,320
-6
| -0.5% | -$145 | 0.01% | 841 |
|
|
2014
Q4 | $26K | Buy |
1,326
+6
| +0.5% | +$118 | 0.01% | 1125 |
|
|
2014
Q3 | $24K | Hold |
1,320
| – | – | ﹤0.01% | 1197 |
|
|
2014
Q2 | $26K | Hold |
1,320
| – | – | ﹤0.01% | 1155 |
|
|
2014
Q1 | $25K | Hold |
1,320
| – | – | 0.01% | 1167 |
|
|
2013
Q4 | $25K | Buy |
1,320
+660
| +100% | +$12.5K | ﹤0.01% | 1255 |
|
|
2013
Q3 | $10K | Buy |
+660
| New | +$10K | ﹤0.01% | 1509 |
|