AWM
Aevitas Wealth Management’s Berkshire Hills Bancorp BHLB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-850
| Closed | -$23K | – | 122 |
|
2019
Q1 | $23K | Hold |
850
| – | – | 0.02% | 248 |
|
2018
Q4 | $23K | Hold |
850
| – | – | 0.02% | 241 |
|
2018
Q3 | $35K | Hold |
850
| – | – | 0.03% | 229 |
|
2018
Q2 | $35K | Hold |
850
| – | – | 0.03% | 227 |
|
2018
Q1 | $32K | Hold |
850
| – | – | 0.03% | 212 |
|
2017
Q4 | $31K | Buy |
+850
| New | +$31K | 0.03% | 218 |
|