Berman Capital Advisors’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $94K | Buy |
630
+202
| +47% | +$30.1K | 0.01% | 460 |
|
|
2021
Q2 | $62K | Buy |
428
+28
| +7% | +$4.06K | 0.01% | 505 |
|
|
2021
Q1 | $60K | Hold |
400
| – | – | 0.01% | 419 |
|
|
2020
Q4 | $50K | Buy |
400
+62
| +18% | +$7.75K | 0.01% | 410 |
|
|
2020
Q3 | $30K | Buy |
338
+234
| +225% | +$20.8K | 0.01% | 477 |
|
|
2020
Q2 | $10K | Sell |
104
-183
| -64% | -$17.6K | ﹤0.01% | 767 |
|
|
2020
Q1 | $28K | Sell |
287
-66
| -19% | -$6.44K | 0.01% | 413 |
|
|
2019
Q4 | $59K | Buy |
353
+1
| +0.3% | +$167 | 0.02% | 294 |
|
|
2019
Q3 | $55K | Sell |
352
-14
| -4% | -$2.19K | 0.02% | 288 |
|
|
2019
Q2 | $61K | Hold |
366
| – | – | 0.02% | 274 |
|
|
2019
Q1 | $56K | Buy |
366
+12
| +3% | +$1.84K | 0.02% | 261 |
|
|
2018
Q4 | $49K | Buy |
+354
| New | +$49K | 0.02% | 253 |
|