Berman Capital Advisors’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $17K | Buy |
1,385
+263
| +23% | +$3.23K | ﹤0.01% | 1028 |
|
2021
Q2 | $14K | Hold |
1,122
| – | – | ﹤0.01% | 1018 |
|
2021
Q1 | $13K | Buy |
1,122
+56
| +5% | +$649 | ﹤0.01% | 937 |
|
2020
Q4 | $11K | Hold |
1,066
| – | – | ﹤0.01% | 874 |
|
2020
Q3 | $8K | Hold |
1,066
| – | – | ﹤0.01% | 863 |
|
2020
Q2 | $9K | Buy |
1,066
+532
| +100% | +$4.49K | ﹤0.01% | 791 |
|
2020
Q1 | $2K | Sell |
534
-441
| -45% | -$1.65K | ﹤0.01% | 1112 |
|
2019
Q4 | $7K | Sell |
975
-97
| -9% | -$696 | ﹤0.01% | 869 |
|
2019
Q3 | $8K | Buy |
1,072
+10
| +0.9% | +$75 | ﹤0.01% | 780 |
|
2019
Q2 | $8K | Buy |
1,062
+24
| +2% | +$181 | ﹤0.01% | 803 |
|
2019
Q1 | $8K | Buy |
1,038
+939
| +948% | +$7.24K | ﹤0.01% | 720 |
|
2018
Q4 | $0 | Buy |
+99
| New | – | ﹤0.01% | 1155 |
|