Berman Capital Advisors’s First Hawaiian FHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $25K | Buy |
894
+523
| +141% | +$14.6K | ﹤0.01% | 905 |
|
|
2021
Q2 | $9K | Buy |
371
+1
| +0.3% | +$24 | ﹤0.01% | 1158 |
|
|
2021
Q1 | $9K | Buy |
370
+58
| +19% | +$1.41K | ﹤0.01% | 1055 |
|
|
2020
Q4 | $7K | Buy |
312
+76
| +32% | +$1.71K | ﹤0.01% | 1037 |
|
|
2020
Q3 | $3K | Buy |
+236
| New | +$3K | ﹤0.01% | 1188 |
|
|
2020
Q1 | – | Sell |
-263
| Closed | -$7K | – | 1528 |
|
|
2019
Q4 | $7K | Hold |
263
| – | – | ﹤0.01% | 872 |
|
|
2019
Q3 | $7K | Sell |
263
-88
| -25% | -$2.34K | ﹤0.01% | 831 |
|
|
2019
Q2 | $9K | Hold |
351
| – | – | ﹤0.01% | 764 |
|
|
2019
Q1 | $9K | Buy |
351
+344
| +4,914% | +$8.82K | ﹤0.01% | 685 |
|
|
2018
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1165 |
|