Berman Capital Advisors’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $42K | Sell |
1,351
-72
| -5% | -$2.24K | 0.01% | 748 |
|
|
2021
Q2 | $43K | Buy |
1,423
+360
| +34% | +$10.9K | 0.01% | 643 |
|
|
2021
Q1 | $32K | Buy |
1,063
+1,017
| +2,211% | +$30.6K | 0.01% | 636 |
|
|
2020
Q4 | $1K | Hold |
46
| – | – | ﹤0.01% | 1596 |
|
|
2020
Q3 | $0 | Sell |
46
-42
| -48% | – | ﹤0.01% | 1774 |
|
|
2020
Q2 | $1K | Buy |
88
+44
| +100% | +$500 | ﹤0.01% | 1512 |
|
|
2020
Q1 | $0 | Sell |
44
-80
| -65% | – | ﹤0.01% | 1673 |
|
|
2019
Q4 | $3K | Hold |
124
| – | – | ﹤0.01% | 1138 |
|
|
2019
Q3 | $3K | Hold |
124
| – | – | ﹤0.01% | 1112 |
|
|
2019
Q2 | $3K | Sell |
124
-348
| -74% | -$8.42K | ﹤0.01% | 1129 |
|
|
2019
Q1 | $11K | Buy |
+472
| New | +$11K | ﹤0.01% | 635 |
|