Evolution Wealth Advisors’s Amerant Bancorp AMTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,319
| Closed | -$33K | – | 167 |
|
|
2021
Q3 | $33K | Hold |
1,319
| – | – | 0.01% | 255 |
|
|
2021
Q2 | $28K | Hold |
1,319
| – | – | 0.01% | 260 |
|
|
2021
Q1 | $24K | Hold |
1,319
| – | – | 0.01% | 267 |
|
|
2020
Q4 | $20K | Hold |
1,319
| – | – | ﹤0.01% | 263 |
|
|
2020
Q3 | $12K | Buy |
1,319
+512
| +63% | +$4.66K | ﹤0.01% | 325 |
|
|
2020
Q2 | $12K | Hold |
807
| – | – | ﹤0.01% | 259 |
|
|
2020
Q1 | $12K | Buy |
+807
| New | +$12K | ﹤0.01% | 194 |
|
|
2019
Q4 | – | Sell |
-807
| Closed | -$17K | – | 625 |
|
|
2019
Q3 | $17K | Buy |
+807
| New | +$17K | 0.01% | 114 |
|