Zullo Investment Group’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,394
| Closed | -$151K | – | 213 |
|
|
2022
Q4 | $151K | Hold |
2,394
| – | – | 0.09% | 159 |
|
|
2022
Q3 | $144K | Hold |
2,394
| – | – | 0.09% | 160 |
|
|
2022
Q2 | $151K | Hold |
2,394
| – | – | 0.09% | 166 |
|
|
2022
Q1 | $168K | Hold |
2,394
| – | – | 0.09% | 169 |
|
|
2021
Q4 | $178K | Buy |
+2,394
| New | +$178K | 0.09% | 170 |
|