Evolution Wealth Advisors’s Amerant Bancorp Inc. Class B Common Stock AMTBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,904
| Closed | -$37K | – | 653 |
|
|
2020
Q3 | $37K | Buy |
4,904
+977
| +25% | +$7.37K | 0.01% | 209 |
|
|
2020
Q2 | $41K | Hold |
3,927
| – | – | 0.01% | 154 |
|
|
2020
Q1 | $37K | Buy |
+3,927
| New | +$37K | 0.01% | 127 |
|
|
2019
Q4 | – | Sell |
-3,927
| Closed | -$61K | – | 717 |
|
|
2019
Q3 | $61K | Buy |
+3,927
| New | +$61K | 0.03% | 50 |
|