SWM
Shakespeare Wealth Management’s Amerant Bancorp AMTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-25,834
| Closed | -$547K | – | 66 |
|
|
2020
Q1 | $547K | Hold |
25,834
| – | – | 0.38% | 36 |
|
|
2019
Q4 | $942K | Hold |
25,834
| – | – | 0.51% | 37 |
|
|
2019
Q3 | $847K | Hold |
25,834
| – | – | 0.49% | 35 |
|
|
2019
Q2 | $842K | Buy |
+25,834
| New | +$842K | 0.54% | 34 |
|