Berman Capital Advisors’s Peoples Bancorp PEBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3K | Hold |
109
| – | – | ﹤0.01% | 1607 |
|
|
2021
Q2 | $3K | Hold |
109
| – | – | ﹤0.01% | 1508 |
|
|
2021
Q1 | $3K | Sell |
109
-1
| -0.9% | -$28 | ﹤0.01% | 1430 |
|
|
2020
Q4 | $2K | Hold |
110
| – | – | ﹤0.01% | 1425 |
|
|
2020
Q3 | $2K | Buy |
+110
| New | +$2K | ﹤0.01% | 1325 |
|
|
2020
Q2 | – | Sell |
-233
| Closed | -$5K | – | 1782 |
|
|
2020
Q1 | $5K | Hold |
233
| – | – | ﹤0.01% | 896 |
|
|
2019
Q4 | $8K | Hold |
233
| – | – | ﹤0.01% | 836 |
|
|
2019
Q3 | $7K | Buy |
+233
| New | +$7K | ﹤0.01% | 846 |
|