Berman Capital Advisors’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6K | Buy |
+229
| New | +$6K | ﹤0.01% | 1363 |
|
|
2020
Q4 | – | Sell |
-20
| Closed | – | – | 1680 |
|
|
2020
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 1608 |
|
|
2020
Q2 | $0 | Sell |
20
-20
| -50% | – | ﹤0.01% | 1628 |
|
|
2020
Q1 | $0 | Sell |
40
-110
| -73% | – | ﹤0.01% | 1481 |
|
|
2019
Q4 | $4K | Buy |
150
+1
| +0.7% | +$27 | ﹤0.01% | 1014 |
|
|
2019
Q3 | $4K | Buy |
149
+1
| +0.7% | +$27 | ﹤0.01% | 988 |
|
|
2019
Q2 | $4K | Hold |
148
| – | – | ﹤0.01% | 1004 |
|
|
2019
Q1 | $4K | Buy |
148
+108
| +270% | +$2.92K | ﹤0.01% | 904 |
|
|
2018
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 954 |
|