DBIA
Dumont & Blake Investment Advisors’s Bankunited BKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,511
| Closed | -$255K | – | 192 |
|
|
2022
Q4 | $255K | Sell |
7,511
-55
| -0.7% | -$1.87K | 0.09% | 162 |
|
|
2022
Q3 | $259K | Hold |
7,566
| – | – | 0.1% | 160 |
|
|
2022
Q2 | $269K | Hold |
7,566
| – | – | 0.09% | 169 |
|
|
2022
Q1 | $333K | Sell |
7,566
-1,650
| -18% | -$72.6K | 0.09% | 174 |
|
|
2021
Q4 | $390K | Sell |
9,216
-100
| -1% | -$4.23K | 0.1% | 152 |
|
|
2021
Q3 | $390K | Sell |
9,316
-325
| -3% | -$13.6K | 0.11% | 146 |
|
|
2021
Q2 | $412K | Sell |
9,641
-50
| -0.5% | -$2.14K | 0.12% | 144 |
|
|
2021
Q1 | $426K | Sell |
9,691
-50
| -0.5% | -$2.2K | 0.13% | 141 |
|
|
2020
Q4 | $339K | Sell |
9,741
-645
| -6% | -$22.4K | 0.12% | 146 |
|
|
2020
Q3 | $228K | Sell |
10,386
-66
| -0.6% | -$1.45K | 0.09% | 161 |
|
|
2020
Q2 | $212K | Sell |
10,452
-322
| -3% | -$6.53K | 0.09% | 154 |
|
|
2020
Q1 | $201K | Sell |
10,774
-7
| -0.1% | -$131 | 0.1% | 148 |
|
|
2019
Q4 | $394K | Sell |
10,781
-50
| -0.5% | -$1.83K | 0.15% | 133 |
|
|
2019
Q3 | $364K | Sell |
10,831
-226
| -2% | -$7.6K | 0.15% | 133 |
|
|
2019
Q2 | $373K | Sell |
11,057
-100
| -0.9% | -$3.37K | 0.16% | 138 |
|
|
2019
Q1 | $373K | Buy |
11,157
+75
| +0.7% | +$2.51K | 0.16% | 133 |
|
|
2018
Q4 | $332K | Sell |
11,082
-840
| -7% | -$25.2K | 0.16% | 132 |
|
|
2018
Q3 | $422K | Buy |
11,922
+515
| +5% | +$18.2K | 0.16% | 134 |
|
|
2018
Q2 | $466K | Sell |
11,407
-381
| -3% | -$15.6K | 0.2% | 129 |
|
|
2018
Q1 | $471K | Buy |
11,788
+20
| +0.2% | +$799 | 0.2% | 125 |
|
|
2017
Q4 | $479K | Sell |
11,768
-113
| -1% | -$4.6K | 0.19% | 127 |
|
|
2017
Q3 | $423K | Sell |
11,881
-75
| -0.6% | -$2.67K | 0.18% | 131 |
|
|
2017
Q2 | $403K | Sell |
11,956
-75
| -0.6% | -$2.53K | 0.18% | 131 |
|
|
2017
Q1 | $449K | Hold |
12,031
| – | – | 0.2% | 126 |
|
|
2016
Q4 | $453K | Sell |
12,031
-100
| -0.8% | -$3.77K | 0.21% | 124 |
|
|
2016
Q3 | $366K | Hold |
12,131
| – | – | 0.18% | 131 |
|
|
2016
Q2 | $373K | Sell |
12,131
-296
| -2% | -$9.1K | 0.19% | 129 |
|
|
2016
Q1 | $428K | Sell |
12,427
-250
| -2% | -$8.61K | 0.22% | 122 |
|
|
2015
Q4 | $457K | Hold |
12,677
| – | – | 0.23% | 123 |
|
|
2015
Q3 | $453K | Buy |
12,677
+69
| +0.5% | +$2.47K | 0.24% | 117 |
|
|
2015
Q2 | $453K | Hold |
12,608
| – | – | 0.22% | 118 |
|
|
2015
Q1 | $413K | Hold |
12,608
| – | – | 0.2% | 121 |
|
|
2014
Q4 | $365K | Hold |
12,608
| – | – | 0.18% | 122 |
|
|
2014
Q3 | $384K | Hold |
12,608
| – | – | 0.2% | 124 |
|
|
2014
Q2 | $422K | Hold |
12,608
| – | – | 0.21% | 127 |
|
|
2014
Q1 | $438K | Sell |
12,608
-442
| -3% | -$15.4K | 0.23% | 121 |
|
|
2013
Q4 | $430K | Sell |
13,050
-1,685
| -11% | -$55.5K | 0.22% | 120 |
|
|
2013
Q3 | $460K | Buy |
14,735
+1,000
| +7% | +$31.2K | 0.22% | 123 |
|
|
2013
Q2 | $357K | Buy |
+13,735
| New | +$357K | 0.21% | 107 |
|