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Whipplewood Advisors’s Customers Bancorp CUBI Stock Holding History

Whipplewood Advisors’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$881 Sell
15
-1
-6% -$59 ﹤0.01% 1035
2025
Q1 		$753 Buy
16
+1
+7% +$47 ﹤0.01% 1078
2024
Q4 		$730 Buy
+15
New +$730 ﹤0.01% 1065