WEC
Winslow Evans & Crocker’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $62K | Buy |
+1,000
| New | +$62K | 0.01% | 550 |
|
|
2020
Q3 | – | Sell |
-540
| Closed | -$31K | – | 1094 |
|
|
2020
Q2 | $31K | Hold |
540
| – | – | 0.01% | 530 |
|
|
2020
Q1 | $32K | Sell |
540
-340
| -39% | -$20.1K | 0.01% | 502 |
|
|
2019
Q4 | $66K | Hold |
880
| – | – | 0.02% | 456 |
|
|
2019
Q3 | $56K | Hold |
880
| – | – | 0.02% | 474 |
|
|
2019
Q2 | $60K | Hold |
880
| – | – | 0.02% | 475 |
|
|
2019
Q1 | $54K | Sell |
880
-500
| -36% | -$30.7K | 0.02% | 472 |
|
|
2018
Q4 | $82K | Hold |
1,380
| – | – | 0.03% | 390 |
|
|
2018
Q3 | $88K | Hold |
1,380
| – | – | 0.03% | 391 |
|
|
2018
Q2 | $82K | Hold |
1,380
| – | – | 0.03% | 405 |
|
|
2018
Q1 | $73.9K | Sell |
1,380
-2,022
| -59% | -$108K | 0.02% | 408 |
|
|
2017
Q4 | $183K | Buy |
3,402
+200
| +6% | +$10.7K | 0.06% | 273 |
|
|
2017
Q3 | $177K | Sell |
3,202
-1,962
| -38% | -$108K | 0.06% | 272 |
|
|
2017
Q2 | $288K | Buy |
5,164
+4,164
| +416% | +$232K | 0.08% | 257 |
|
|
2017
Q1 | $55K | Buy |
+1,000
| New | +$55K | 0.02% | 515 |
|