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Company Main View
Name:
COMMUNITY FINANCIAL SERVICES GROUP, LLC
City:
NEWPORT
State:
VT
Zip:
058550120
Achive data
View Filing Period:
Current Quarter
2023-09-30
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
2013-03-31
2012-12-31
2012-09-30
2012-06-30
2012-03-31
2011-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$438,985,000
Total Value Change :
$42,515,000
Securities Held Change :
19
All Securities Held :
139
New Positions
:
22
Closed Positions
:
9
Increased Positions
:
61
Unchanged Positions
:
2
Decreased Positions
:
54
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Unchanged Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
MTB
M&T Bank Corp
125
-
$153.79
$271,000
1,865
0.06%
35,000
0
0.001
Domestic Regional Banks
IJT
iShares S&P SC600 BR Gr Indx
129
-
$129.93
$257,000
1,965
0.06%
41,000
0
0.004
Closed - End Fund - E...
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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